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Category: Info for consumers |
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Going virtual with your financial consultations during the Coronavirus emergency

As Americans face financial uncertainty, financial coaching and financial counseling can play an important role in helping people make informed decisions. At the same time, financial practitioners are having to adapt to working remotely with their clients. We have tips to help you go virtual.

Category: Data, research, and reports |
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Financial coaching can benefit consumers

Financial coaching can help consumers achieve their financial goals.  It’s a strategy that financial educators can implement with the people they serve.  Read more about our two briefs: “Financial Coaching: A Strategy to Improve Financial Well-Being” and “Implementing Financial Coaching: Implications for Practitioners.”