Financial Coaching Program for Veterans and Low-income Consumers

In early 2015, the Bureau launched a Financial Coaching project to provide direct financial coaching services to transitioning veterans and economically vulnerable consumers nationwide. In order for the Bureau to understand whether the program is effective and for the financial coaches to be able to deliver efficient services and track clients over time, the Bureau needs to take steps to monitor program performance. This includes collecting administrative data about clients for programmatic purposes. The information is collected from the coaches and includes a combination of personal information (basic contact and demographic information), performance metrics (outputs), client-level outcomes (progress towards financial goals or other relevant outcomes) and programmatic and organizational outcomes.

The latest form for Financial Coaching Program for Veterans and Low-income Consumers expires 2021-09-30 and can be found here.