We build the knowledge and ability of individuals to manage money and use financial services products that work for them.
We work in partnership with clients to help them organize and prioritize their financial needs, support them, hold them accountable to their self-determined goals, and monitor those behaviors over time.
We help clients with the tools and resources they need to:
Get banked
Understand credit reports and scores
Repair credit
Prioritize and reduce debt
Increase Savings
Build good credit
Control spending
Get financially organized
Take action
Reach goals
How You Can Help
Become a volunteer financial coach
Participate in an orientation and on-going training
Requires at least a 1 year commitment
What We Need
Individuals with a desire to use their personal money management skills to help others
Individuals who want to learn, and continue developing, coaching skills
Individuals who are interested in a long-term volunteer relationship
Bilingual speakers highly desired
Location
Hybrid
Volunteer must be in or near San Mateo, CA
Associated Location
4031 Pacific Blvd, San Mateo, CA
San Mateo, CA, USA
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