Volunteer: Volunteer Financial CoachBecome 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/ Nonprofit: Prepare + Prosper 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/ Nonprofit: Prepare + Prosper Opportunity Type: Volunteer Date: Is Ongoing Zip Code: 55107 Allow Groups: No |
Volunteer: Certified Financial Planner VolunteerProvide free individualized financial guidance to low- and moderate-income community members with Prepare + Prosper. We are an economic justice nonprofit based in Minnesota that works to build financial health and provide access to free tax and financial services. Volunteers will schedule one-time phone or virtual consultations with Prepare + Prosper customers. Financial Planners who volunteer with us gain valuable experience working with diverse communities and receive training on the economic challenges P+P populations tend to face, in order to communicate with equity and respect in mind. Spanish speakers especially encouraged to volunteer! Skills Required: · Be a Certified Financial Planner™ professional in good standing with the Certified Financial Planner Board of Standards · Ability to communicate with participants via phone and/or virtually · Enjoy working within a racially and socio-economically diverse population · Basic computer proficiency · English proficiency required; additional language capacity appreciated The time commitment is approx. 2 hours per week between the end of January and the end of May, which comes to approx. 35 hours total. Consultations are 30-60 minutes. Apply here! https://www.volgistics.com/appform/283310136 Questions? Email sarah@prepareandprosper.org Nonprofit: Prepare + Prosper Provide free individualized financial guidance to low- and moderate-income community members with Prepare + Prosper. We are an economic justice nonprofit based in Minnesota that works to build financial health and provide access to free tax and financial services. Volunteers will schedule one-time phone or virtual consultations with Prepare + Prosper customers. Financial Planners who volunteer with us gain valuable experience working with diverse communities and receive training on the economic challenges P+P populations tend to face, in order to communicate with equity and respect in mind. Spanish speakers especially encouraged to volunteer! Skills Required: · Be a Certified Financial Planner™ professional in good standing with the Certified Financial Planner Board of Standards · Ability to communicate with participants via phone and/or virtually · Enjoy working within a racially and socio-economically diverse population · Basic computer proficiency · English proficiency required; additional language capacity appreciated The time commitment is approx. 2 hours per week between the end of January and the end of May, which comes to approx. 35 hours total. Consultations are 30-60 minutes. Apply here! https://www.volgistics.com/appform/283310136 Questions? Email sarah@prepareandprosper.org Nonprofit: Prepare + Prosper Opportunity Type: Volunteer Date: Is Ongoing Allow Groups: No |
Volunteer: SchedulerSchedulers are the friendly representatives of P+P for those seeking our services! Connect with P+P customers over the phone to help them understand what they need for their appointment, find the time and location that's best for them, and answer questions with stellar customer service.As an office assistant, you will: Answer customer calls to schedule appointments, discuss the materials they need to bring with them, and answer questions Assorted administrative tasks, if needed, to support the customer service team Provide stellar customer service and maintain privacyCommitment: One four-hour shift every other week during tax season (January 24-April 15th). How do I know I am a good fit? Beyond basic computer proficiency, no previous experience is needed! Being bilingual in Spanish, Somali, Hmong, or Oromo is helpful but not required. How to get involved: Join us for an upcoming info session later this fall by filling out our volunteer application! Sign up for an info session today: https://www.volgistics.com/appform/1700409573 Nonprofit: Prepare + Prosper Schedulers are the friendly representatives of P+P for those seeking our services! Connect with P+P customers over the phone to help them understand what they need for their appointment, find the time and location that's best for them, and answer questions with stellar customer service.As an office assistant, you will: Answer customer calls to schedule appointments, discuss the materials they need to bring with them, and answer questions Assorted administrative tasks, if needed, to support the customer service team Provide stellar customer service and maintain privacyCommitment: One four-hour shift every other week during tax season (January 24-April 15th). How do I know I am a good fit? Beyond basic computer proficiency, no previous experience is needed! Being bilingual in Spanish, Somali, Hmong, or Oromo is helpful but not required. How to get involved: Join us for an upcoming info session later this fall by filling out our volunteer application! Sign up for an info session today: https://www.volgistics.com/appform/1700409573 Nonprofit: Prepare + Prosper Opportunity Type: Volunteer Date: Is Ongoing Zip Code: 55114 Allow Groups: No |