Financial Coach

Become a volunteer financial coach with Prepare + Prosper! Financial coaching is a personalized process that helps participants take action to reach their financial goals. Financial coaches meet one-on-one with low- to-moderate-income individuals to support them through reflection and deep listening, goal setting, and accountability. Coaches do not offer direct advice on financial issues; instead they offer support, resources, and encouragement to guide participants to their own answers and increase financial confidence. (Note: Volunteers are to refrain from soliciting clients or selling products.)

Selected applicants must be able to attend training in St. Paul, MN.

P+P values a diverse and equitable work environment. Black, Indigenous, and people of color (BIPOC), individuals with disabilities, LGBTQIA-identified, bilingual individuals, and/or anyone with lived experiences similar to program participants are encouraged to apply.

• We are especially looking for native Spanish speaking individuals

to help expand our support of Latino & Hispanic community members.

SKILLS REQUIRED

• Ability to respect participants’ financial decisions and actions without judgement or giving advice
• Empathy and understanding of the financial challenges facing low- to moderate-income individuals
• Understanding the impact of economics, race, and gender on income and wealth gaps
• Basic understanding of financial topics including saving, budgeting, debt, and credit
• Comfortable working in a racially, ethnically, and socioeconomically diverse environment
• Computer proficient with access to email and ability to communicate with participants through email, phone, text and Zoom

ROLE AND RESPONSIBILITIES

• Help participants gain clarity and establish their financial goals
• Work with participants one-on-one to boost savings, manage spending, reduce/eliminate debt, and/or improve credit
• Respect financial decisions and goals, confidentiality and privacy
• Collect program data to track participants’ progress in reaching their financial goals
• Participate in virtual group sessions with other coaches to develop skills and learn about coaching tools and resources

COMMITMENT AND TIMELINE

February 2026

• Submit your application using the link below by February 17, 2026. Interview to follow.

April 2026

• Complete 25 hours of training, dates to be determined. Trainings will be a combination of virtual (via Zoom) and in-person sessions (St. Paul, MN).

May 2026 through April 2027

• Volunteers commit to approximately 5-7 hours per month.
• Coaches will work with 2-4 participants per month.
• Money Mentors is a participant-centered program. Coaches will work directly with their participants to determine meeting schedule and format (virtual and/or in-person).

APPLY HERE: https://www.surveymonkey.com/r/27LCDHN

QUESTIONS? Email sarah@prepareandprosper.org

LEARN MORE about the Money Mentors financial coaching program here: https://prepareandprosper.org/money-mentors/