Client Information for the Client Management System

Financial coaching initiative
Joint project of the Offices of
Financial Empowerment and
Servicemember Affairs.
The Consumer Financial Protection Bureau (Bureau)
Financial Coaching Initiative provides financial
coaching services at critical points in consumers’
lives as they move along the path to financial
stability. The program helps recently discharged
veterans and economically vulnerable consumers
(such as those who have low incomes, or who are
financially underserved) who are seeking assistance
from other service providers, such as Department of
Labor American Job Centers or community-based
nonprofit organizations providing housing or social
services. Sixty diverse partner organizations from
around the country have been selected to host
professional financial coaches.

Office of Financial Empowerment

We work to empower low-income and economically
vulnerable consumers to make informed financial
decisions by providing them with tools and
information and promoting a more inclusive and fair
financial marketplace. Our focus is on consumers
with low incomes and who are underserved in the
financial services marketplace.

to veteran status can have some extra challenges
that can sometimes have powerful financial
repercussions. Contact us at [email protected].

About the CFPB

The Bureau is focused on making the consumer
financial markets work for families by empowering
consumers to take more control over their
financial lives. We are working to foster a
marketplace:
§ Where customers can see prices and risks up
front and where they can easily make product
comparisons.
§ In which no one can build a business model
around unfair, deceptive, or abusive practices.
§ That works for American consumers, responsible
providers, and the economy as a whole.
The Consumer Financial Protection Bureau, through
its contractor, offers consumers financial coaching
services for educational and informational purposes
only. These services do not replace the guidance or
advice of an accountant, certified financial advisor,
or other qualified professional. Please exercise care
when choosing particular services or products after
receiving financial coaching, as the Bureau is not
liable for financial losses or other problems you
may experience.

Office of Servicemember Affairs

The Office of Servicemember Affairs is here to ensure
that military personnel, veterans and their families
have a voice at the Bureau. Military life and transition

Consumer Financial
Protection Bureau

Learn more at consumerfinance.gov

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Notice of Collection Under the Privacy Act of 1974, 5 U.S.C. § 552a—As Amended (Privacy
Act Statement)
The information requested is being collected to assist in providing you with financial coaching services. The
Consumer Financial Protection Bureau (Bureau) will not obtain or access any information that directly
identifies participants, and any answers you provide will not be tied to you individually. The agency will only
obtain and access de-identified results and aggregated analyses of those results.
The collection of this information is authorized by Public Law 111-203, Title X, Sections 1013 and 1022, codified at 12
U.S.C. 5493 and 5512. The information is collected pursuant to the Bureau published Privacy Act system of
records notice CFPB.021 – Consumer Education and Engagement Records although no identifiable information
will be disclosed.
A limited number of participants will be contacted by Urban Institute to take part in a program assessment after
going through the program, which may include an invitation to participate in an interview or a survey. Taking part is
voluntary but we encourage your participation in order to ensure that the program is meeting the needs of current
and future participants.
Participation in this program is voluntary and you are not required to submit or provide any identifying information.

Paperwork Reduction Statement
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not
required to respond to, a collection of information unless it displays a valid OMB control number. The OMB control
number for this collection is 3170-0051. It expires on XX/XX/XXXX. The time required to complete this information
collection is estimated to average approximately 15 minutes per response. Comments regarding this collection of
information, including the estimated response time, suggestions for improving the usefulness of the information, or
suggestions for reducing the burden to respond to this collection should be submitted to Bureau at the Consumer
Financial Protection Bureau (Attention: PRA Office), 1700 G Street NW, Washington, DC 20552, or by email to
[email protected].

OMB CONTROL NUMBER: 3170-0051
Expiration date: TBD
Consumer Financial
Protection Bureau

Learn more at consumerfinance.gov

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