Register today to find out more about this free service!

uwstark.org/financial-coach

A financial coach can help you balance your life while working towards financial freedom.

• Looking for someone who can help you achieve your dreams?

• Worrying about you and your families’ future?

• Burdened from credit card debt and need advice on how to get out?

• Want to buy a house but need help achieving that goal?

• Feel overwhelmed and need someone to talk to objectively about money?

• Need accountability and assistance creating a personalized, spending plan you can stick to?

Many of us did not learn enough about personal finance growing up and could use coaching on prioritizing our spending. Now is the time to apply real world advice to your finances.

ASK A FINANCIAL COACH

401 Market Avenue NorthCanton, Ohio 44702 | 330-491-2611

uwstark.org/financial-prosperity-center

FINANCIAL COACHING PROGRAM

Have a quick financial question?

Visit uwstark.org/financial-coach today and ask.

One of our coaches will give you the answer you’re looking for!

Due to health restrictions during the pandemic, meetings for this program will only be conducted via phone or video conference. Once restrictions are lifted, we will re-evaluate and determine if meetings can be in-person.

“My coach took the time to get to know both me and my financial needs and concerns. I can definitely say that I feel more confident and optimistic with what I want my financial future to look like. After working with my coach to develop some goals, and a plan to achieve them, I was able to pay down my debt and improve my credit score by 86 points. My coach encouraged and provided the support needed, making me accountable for my choices and my successes. I am a believer that my financial goals and dreams are possible to achieve, my coach helped me see it!” Brenda, Canton Ohio

COACHING PROCESSEach coaching experience is unique, but

here’s a snapshot of what to expect.

Month 1

FIRST

STEP

S

Gather basic information during intake

Sign Coaching Agreement

Financial information sent to coach

Coach is assigned

Set regular meeting schedule

Months 2 & 3

ACHE

IVING

GOAL

SUnderstanding client needs

Establish SmartGoals

Prioritize goals

Explore optionsfor achievinggoals

Assign actions and homework for future sessions

Months 4 +

ONWA

RD &

UPWA

RD

Make courseadjustments

Review & assessprogress

Behaviorchange

Emphasis onincreasingfinancial networth

Graduation

Financial coaches work with you in regular one-on-one sessions to support you in setting and achieving your financial goals.

Coaches are there to help you understand your options to achieve success, driven by your needs.

Together, you’ll identify what’s important to you and why -  focus on your unique goals, explore possible solutions and establish milestones for building an action plan. Think of your coach as a supportive partner as you move towards your goals.

Coaches can help you achieve your financial goals and improve your net worth by focusing on things that are important to you. This could include:

• Reducing debt• Building emergency and long-term

savings• Paying bills on time• Improving your credit• Planning for retirement