We provide financial education and coaching to help our clients create spending plans, build emergency savings funds, and plan strategies to build wealth. Our volunteer financial coaches are trained to support their clients through financial challenges.
The benefits to our clients are a matched savings program - Individual Development Account (IDA), financial coaches, and kids' savings programs.
Funded by a grant from the Silicon Valley Community Foundation, Project Read and Saundra Davis of Sage Financial Solutions, Inc. provide FREE financial education to low literacy adults a first and second generation immigrant families, FREE coach training, materials and on-going support.
Financial Well-being Fact Sheet
Testimonials from clients and coaches:
I felt like this was information that I should know and needed to know, yet no one ever talks about it. It was a relief to learn this information.
Words like goals and achievements can make you feel small. When the words get changed to dreams that you can reach and complete, then I can understand how to use them in my life.
I signed up to be a financial coach because I believed it was a great opportunity to support people in need of financial guidance. The program is excellent and the training sessions have taught me valuable skills that go beyond just financial coaching. I find myself applying the listening and questioning techniques in my everyday life.
Financial coaching is an important part of the learning process. The more clients know and understand their spending habits and feelings about money, the more they can be in control of their future. They can be free from financial burdens and then the exciting part...work on their dreams such as home ownership, starting a business, planning a comfortable retirement or taking a really nice vacation.