HOPE EDUCATION EXCHANGE

1.1 Introduction

1.2 What is Financial Coaching

1.2.1 What is Financial Coaching?

1.3 Overview of the GROW Model in Financial Coaching

1.3.1 Overview of the GROW Model in Financial Coaching

1.3.2 GROW - Cheat sheet

1.4 How Coaching Conversations Shape Financial Behavior

1.4.1 How Coaching Conversations Shape Financial Behavior

2.1.1 Defining GOALs - Introduction

2.1.2 Defining SMART Goals

2.1.2.1 Defining SMART GOALs - Fill in the blanks

2.1.2.2 SMART Goals - Cheat Sheet

2.1.3 Connecting Goals to client values

2.1.4 Prioritizing multiple goals

2.1.4.1 Connecting Goals to client values

2.1.5.1 Prioritizing multiple goals - Fill in the blanks

2.2.1 Reality-Introduction

2.2.3 Assessing income and Expenses

2.2.4.1 Evaluating Debt, Credit and Assets

2.2.6.1 Cheat Sheet

2.3.1 Assessing income and Expenses

2.3.2.1 Budgeting Techniques - Cheat Sheet

2.3.2.2 Build a 50/30/20 budget simulation - Scenario #1

2.3.2.2 Build a 50/30/20 budget simulation - Scenario #2

2.3.3.1 Choosing the Right Budgeting Tool – 50/30/20 vs. Zero-Based Budgeting

2.3.5 Scenario Work

2.3.6.1 Scenario Work

2.4.1 Options-Introduction

2.4.2 Βudgeting Techniques

2.4.2.1 Short- mid- and long-term milestones - Cheat Sheet

2.4.3 Milestone Drag & Drop exercise

2.4.3 Generating Budgeting & Savings Strategies

2.4.4 Exploring Credit-Building and Debt-Reduction Strategies

2.4.4.1 Incorporating flexibility and Adaptability - Decision branching

2.4.5 Evaluating Entrepreneurship & Homeownership

2.4.5.1 – Choices

2.5.1 Way Forward - Introduction

2.5.2 Short- mid- and long-term milestones

2.5.3 Incorporating flexibility and Adaptability

2.5.4 Accountability and tracking progress

3.1 Evaluating Financial & Business Options

3.1.1c Submit The Way Forward

3.2 Financial resources & technology

3.2.1 Financial resources & technology quiz

3.3 Do’s and Don’ts of Financial Coaching Conversations

3.3.1 Do’s and don’ts of financial coaching conversations - Cheat Sheet

3.3.1b Evaluating Financial & Business Options

3.3.2 Decision Scenario work