Financial Coaching

When you enroll in Tax-Aid’s Financial Coaching you will meet one-on-one with a Financial Coach over a 6-month period. Your Financial Coach will work with you to improve your financial life by helping you:

  • Identify specific financial goals such as increasing your savings, lowering your debt or improving your credit score
  • Work toward financial goals by keeping you motivated and accountable
  • Identify resources and referrals for your specific situation
Tax-Aid Coaching Clients who completed the program experienced these amazing results:
  • 136% increase in savings
  • 53% decrease debt
  • 23 point credit score increase

To qualify you must earn $54,000 or less and live in the San Francisco Bay Area.

To learn more about coaching, please click on the link below to watch our three short videos:
Are you ready for financial coaching?

Click the link above “Are you ready for financial coaching?” to watch the three videos. After you have watched the three videos, if you are interested in enrolling in the financial coaching program, you will need to take a short self-assessment/client survey.

Here’s a video by the University of Wisconsin that demonstrates financial coaching in action. Click here to view this video. Don’t forget to come back to the Tax-Aid site for more coaching information.

Not ready for financial coaching but still need some help? Here are some other resources that may help:

2-1-1 is a comprehensive community services search tool that connects Bay Area residents with services such as counseling, youth and family services, immigration programs, health care, temporary financial aid and more. You can call them or visit their website to access their database of resources in your area. Dial 2-1-1.  www.211bayarea.org

Balance provides money management education and counseling services. More information can be found at: https://www.balancepro.org/

Small Savings Build Big Dreams is a campaign led by University of Wisconsin-Extension county educators to promote the benefits of saving for college, answer common questions about saving for higher education, and provide information about how you can get started. For a comprehensive website with information on saving for college, please visit:  Small Savings Big Dreams.

If you still have questions, feel free to email us at admin@tax-aid.org.