Partner with clients to provide extensive coaching services using reflection and creative process that inspires executives, corporate executives, high level managers, women-owned businesses, solopreneurs, individuals and couples to maximize their personal and professional potentialFacilitate and deliver online Learning Labs for Financial Fitness Coach® (FFC) candidatesFacilitate and deliver online Mentor Coaching Webinars and Coaching Circles for FFC® candidatesProvide 1:1 and group mentoringProvide coaching observation and feedback for FFC® candidates in preparation for oral examReview and evaluate oral exams for FFC® CertificationIntegrate holistic and healing modalities and mindfulness breathing into coaching sessions and trainings/workshopsExtensive financial coaching experience working with low-medium wage earners to identify their specific financial goals using tools such as the Financial Wheel of Life, Money Habitudes, Financial Health Checklist, Linking Values to Vision Exercise, and Guided VisualizationPartner with community-based organizations that offer financial capability services to provide financial coaching and basic financial education for their low wealth clientsProvide financial coaching skills training for community-based organizations that want to integrate coaching skills to help clients leverage self-sufficiency goalsFacilitated training workshops for 15-19 year old parents about financial wellness: budget, short/long term savings, credit, FICO scoresCreate a coaching partnership that supports clients as they identify their life and financial goals based on their valuesDevelop and implement clients’ action plans using SMART goalsElicit accountability, provide acknowledgement and monitor clients’ progress as they work towards their life and financial goals

Facilitate and deliver online Learning Labs for Financial Fitness Coach® for (FFC®) candidatesFacilitate and deliver online Mentor Coaching Webinars and Coaching Circles for FFC® candidatesProvide coaching observation and feedback for FFC® candidates in preparation for oral examProvide coaching for low wealth communities, non-profit organizations and People of Color to identify their specific financial goals and implement action plans in the following: create/maintain monthly budget, establish/maintain emergency savings accounts, home ownership, address credit report and credit issuesPartner to design a coaching relationship with each client in every coaching session to create an open and honest, confidential, and trusting space by being authentic and non-judgmental Elicit accountability and monitor progress for clients as they work towards their goalsAcknowledge clients in every goal they accomplishCollect and supply data for funding partnersParticipate in training and supervision activities

Working with students so that their accessibility & thrive ability needs are metCreating opportunities for engagement, feedback, and improvementIntegrating the course objectives in IFCE's coursework and student interactionsGrounding IFCE interactions in group agreements and IFCE's shared valuesModeling ethical practice and a coaching mindset

Provide financial coaching for Black and Brown Financial, Tax & Estate Planning professionals

Lead group financial literacy classes with participants signed by Oakland Promise, following the processes and procedures outlined in this manualProvide individual financial coaching to participants who have completed the classes and have requested.Facilitate Financial Workshops (Community Connections) and plan all content and create visual and/or print materials for each workshopProvide program support on special projects

Provide coaching services using thought-provoking and creative process that inspire Members who are executives, high level managers and top achievers to maximize their personal and professional potentialProvide coaching services to Members, which could include, depending on the Member, coaching services relating to career counseling, skill development, personal development, and goal settingInteract and engage in direct and personal conversations with Members via the suite of services provided by BetterUp, including video-chat, voice-chat, email conversations, virtual messaging via BetterUp platform and a personalized development planProvide a 30 to 45 minute video-chat at least one time every two weeks or as otherwise agreed between Member and CoachResearch materials that might be useful for MembersAdd materials and assignments to the Members’ personalized development plan within 48 hours of the start of all completed sessionsDocument interactions with Members and update the appropriate internal recordsCommunicate, cooperate, and collaborate with the Members’ other coach(es) and staff members as appropriate