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Financial Coaching

About the Program

The United Way Suncoast Financial Coaching Program trains and partners volunteers with individuals who are ready to take control of their financial situation. Together they collaborate on the development of an action plan and appropriate steps needed to achieve their financial goals.

Become a Coach

As a United Way Financial Coach, you’ll be paired with motivated individuals to help them navigate through financial crisis, build a working budget, eliminate debt, establish a plan for college or retirement, and manage other financial challenges they face.

Financial coaching is a great way to develop a meaningful relationship with someone in your community while helping to spread important information about financial literacy and planning.  While no previous experience is necessary, an interest in personal finance, budgeting, banking or economics is helpful for this role. 

Once you complete the application, our Program Coordinator will contact you and you will receive a list of training dates.  After you complete the 6-hour training curriculum, you will be paired with a client.  The coach-client relationship should last a minimum of six months and you’ll be expected to meet with your client once a month for an hour.  

For Hillsborough and Pinellas Counties, contact Amber Nixon at financialcoaching@uwsuncoast.org with any questions.

For Manatee and Sarasota Counties, contact Nichole Pena at npena@uwsuncoast.org with any questions.

 

Manatee Area | 4215 Concept Ct, Bradenton, 34211 | 941.748.1313

Sarasota Area | 1800 2nd Street, Ste. 102, Sarasota, 34236 | 941.366.2686

Tampa Bay Area | 5201 W. Kennedy Blvd., Ste. 600, Tampa, 33609 | 813.274.0900

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