Financial Coaching

Take the courageous step in asking for help! Learn more about working with a financial coach to assess your personal financial situation and set goals for the future. Sessions are free, confidential, and cover basic money-management issues.

Sessions are typically 30-45 minutes and via zoom or phone call. Other options are available depending on staff capacity.

One-On-One Financial Coaching Services are available to Dane County residents. If interested, please email Clare Dahl, call (608) 224-3722, or fill out this Coaching Form with your basic information and availability and a County Educator will email or call you within one week.

A|4 Financial Coaching Process

  • Alliance: Creating the coaching relationship.
  • Agenda: Defining client’s short- and long-term goals.
  • Awareness: Exploring motivation and challenges.
  • Action: Increasing positive financial behaviors.