Volunteer Financial Empowerment Coach - Action Inc.

Action Inc. is seeking volunteers who want to give back to the community by serving as a financial empowerment coach.

Action Inc. is about helping people and changing lives. We're dedicated to empowering people and building a stronger, more productive community. We offer affordable housing and homelessness prevention, fuel assistance and energy conservation programs, and education and job training. We are a welcoming place where you can find help, hope, and support when you need it most. Our mission is to advance economic equity and foster a thriving community on Cape Ann and beyond.

Summary: Three times a year, Action Inc. offers Money Matters classes that teach adults skills around understanding basic banking, budgeting, credit establishment and repair, loans, and more. The goal is to help individuals build their understanding of money management so that they can be more financially stable and able to meet their family's financial goals such as retaining housing, being able to pay the bills, reducing debt, increasing savings, etc. Students who take Action Inc's Money Matters classes also receive 1:1 support from a financial coach. Students and coaches tend to meet with one another 3- 5 times in order to review the individual's finances and help that person set and meet personalized financial goals.

Essential Responsibilities:

• Provide direct client programming, generally defined as one-to-one specialized financial coaching in person or via web portal (i.e., Zoom) as needed.
• Treat clients with dignity and respect and maintain client confidentiality.
• Communicate with Financial Empowerment Coordinator and share case notes after client meetings.
• Act in the best interest of Action Inc., reflecting the values of teamwork, collaboration, and mutual respect.

Seeking a volunteer who possesses the following:

• Foundational understanding of financial literacy
• Certified Financial Coach or willing to take a training to become one
• Familiarity with local resources and public benefits
• Experience with diverse populations