1. Financial Coaching for Prosperity: Training for Frontline Staff Diana Dollar Burst for Prosperity, Associate Director Burst for Prosperity - a research and policy initiative that develops innovative strategies for addressing poverty.

2. The Vision: Building the capacity of frontline staff to empower clients/customers to take charge of their financial stability

3. The Issue: Eliminating / Decreasing the need for clients/customers to return for public assistance BY Shifting the nature of social service from entitlement to empowerment

4. The “Solution”: Building the skill set of frontline staff (and agency competency) to integrate a financial empowerment approach

5. The Training: Learning Objective Demonstrating skills that empower clients to see their own potential to create, build, maintain, and protect their assets, regardless of their current life situation

6. The Approach: Coaching + Asset Creation + Asset Management + Asset Protection (Asset Trio © )

7. The Program: 6 full days 6 follow up sessions Certified by International Coach Federation

8. The Curriculum: Being a Coach: professional coaching skills, strategies to integrate coaching from a financial education perspective Financial Management: controlling money, behavioral economics, financial wheel of life, tracking spending, income generation, financial planning, career planning…

9. The (Early) Results: Financial security = a multi-step process Financial goal setting + accountability critical Coaching unlocks fear and anxiety Increased success of financial tools w/coaching Agency structures impact integration of FC Income generation essential, but not always goal

10. The Benefits: Burst developing a Financial Coaching Service Delivery Model (includes training-the-trainer and supervisory training)