Become a volunteer financial coach with Prepare + Prosper! Financial coaching is a personalized process that helps participants take action to reach their financial goals. Financial coaches meet one-on-one with low- to-moderate-income individuals to support them through reflection and deep listening, goal setting, and accountability. Coaches do not offer direct advice on financial issues; instead they offer support, resources, and encouragement to guide participants to their own answers and increase financial confidence. (Note: Volunteers are to refrain from soliciting clients or selling products.)
Selected applicants must be able to attend training in St. Paul, MN.
P+P values a diverse and equitable work environment. Black, Indigenous, and people of color (BIPOC), individuals with disabilities, LGBTQIA-identified, bilingual individuals, and/or anyone with lived experiences similar to program participants are encouraged to apply.
**We are especially looking for native Spanish speaking individuals to help expand our support of Latino & Hispanic community members.
SKILLS REQUIRED
* Ability to respect participants’ financial decisions and actions without judgement or giving advice
* Empathy and understanding of the financial challenges facing low- to moderate-income individuals
* Understanding the impact of economics, race, and gender on income and wealth gaps
* Basic understanding of financial topics including saving, budgeting, debt, and credit
* Comfortable working in a racially, ethnically, and socioeconomically diverse environment
* Computer proficient with access to email and ability to communicate with participants through email, phone, text and Zoom
ROLE AND RESPONSIBILITIES
* Help participants gain clarity and establish their financial goals
* Work with participants one-on-one to boost savings, manage spending, reduce/eliminate debt, and/or improve credit
* Respect financial decisions and goals, confidentiality and privacy
* Collect program data to track participants’ progress in reaching their financial goals
* Participate in virtual group sessions with other coaches to develop skills and learn about coaching tools and resources
COMMITMENT AND TIMELINE
February 2026
* Submit your application using the link below by February 17, 2026. Interview to follow.
April 2026
* Complete 25 hours of training, dates to be determined. Trainings will be a combination of virtual (via Zoom) and in-person sessions (St. Paul, MN).
May 2026 through April 2027
* Volunteers commit to approximately 5-7 hours per month.
* Coaches will work with 2-4 participants per month.
* Money Mentors is a participant-centered program. Coaches will work directly with their participants to determine meeting schedule and format (virtual and/or in-person).
APPLY HERE: https://www.surveymonkey.com/r/27LCDHN
QUESTIONS? Email sarah@prepareandprosper.org
LEARN MORE about the Money Mentors financial coaching program here: https://prepareandprosper.org/money-mentors/
