Exploring the UnidosUS Financial Empowerment Network Financial Coaching Model

Research Report

Download the Report
Laptop computer at office workplace table with smiling Latino male financial coach on screen giving training virtually.

The past decade has seen a rise in the use of financial coaching as an approach to improving the financial well-being of individuals.

While the outcomes are encouraging, many questions remain surrounding the advantages of different coaching and delivery models — as well as strategies for client engagement.

Major contributing partner:
Center for Financial Security at the University of Wisconsin-Madison

unidosus_uw-madisoncfs_exploringtheunidosusfenfinancialcoachingmodel.pdf

Further reading

HOME (Home Ownership Means Equity) Research Papers

Research Report

Mock-up of six covers to UnidosUS HOME (Home Ownership Means Equity) research reports.

Research supported by our HOME Initiative offers a starting point and next steps on the policy and housing solutions we need to implement to improve this critical economic opportunity for Latinos.

Join us

Get Involved

Become part of our Action Network and help us continue to forge a society that provides equal opportunity to all.

Fuel our mission

Donate

Join the UnidosUS familia of individual donors building a stronger America by creating opportunities for Latinos. Click DONATE now or email us at [email protected]. 

Donate

Candid