Exploring the UnidosUS Financial Empowerment Network Financial Coaching Model

Research Report

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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)

Fact Sheet

Young couple in their new home making a roof with your joined hands above their heads.

UnidosUS set an ambitious goal to transform the economic trajectory of Latino families by advancing systemic change to create 4 million new Latino homeowners by 2030.

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