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Financial Coaching

Money Smart Forum Financial Coaching Program Application
Lori.Stasieluk@sunywcc.edu

Financial Coaching

Money Smart Financial Coaching Program

The Money Smart program offers personal finance tools, resources, and customized advice to help participants manage their money and plan for future success. Best of all, the program is free to participants, thanks to generous grant support from JPMorgan Chase.

Money Smart participants can take advantage of:

  • One-on-one financial coaching to identify financial goals and develop a personalized action plan
  • Financial education modules covering a range of personal finance topics and providing practical strategies participants can use in their everyday lives.

Outcomes for Students

Every student in the program works with a financial coach to set individual financial goals and create an action plan with steps on how to meet those goals.

Students who successfully complete the requirements will earn a Certificate of Achievement and a Digital Badge recognizing the completion of the Money Start program.

Students who complete the program:

  • Build strong money habits: developing consistent saving and budgeting routines to use long after the program ends.
  • Make progress towards real goals: identify their individual financial goals and take steps towards reaching them.
  • Reduce Financial Stress: Feel more confident and less overwhelmed about managing money.
  • Gain Knowledge and Confidence: Financial concepts will feel more practical, approachable and relevant to real life.

Goals that students work on include:

  • Creating a budget
  • Starting a savings plan with a monthly target
  • Reducing credit card debt
  • Paying down loans
  • Building credit or starting to build a credit history
  • Checking their credit report and credit score

Who qualifies for this program?

Students enrolled in the following courses are eligible for this free program:

    1. Certified Medical Assistant
    2. FIN200 Personal Finance

This program is funded by a grant from JPMorganChase

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Workshop Series

If you are not enrolled in the above-mentioned programs but would like to learn about ways to improve your financial literacy, please register to attend one of our upcoming events in our Financial Literacy Workshop Series.

RSVP Here

10 Easy Steps to cut your expenses

Cutting expenses doesn’t have to be another source of financial stress. Start saving money today by following these simple steps.

1. Separate your needs from your wants.
2. Walk, bike, or take public transportation.
3. Monitor your thermostat to save energy.
4. Cut out Cable TV and internet at home.
5. Plug everyday spending leaks like coffee drinks.
6. Rent movies or make dinner instead of going out.
7. Make your own lunch and pack snacks.
8. Pay bills on time to avoid late fees.
9. Use a filter and reusable water bottle.
10. Compare insurance rates and ask about bundling.

WCC

I learned that saving is not an amount, it is about lifestyle choices. Through using a budget and tracking my expenses, I have been able to accumulate savings that will take me to the next step in my career plan.

Pablo