Financial Capabilities

Get your life back.

Financial Coaching is a client-driven process in which individuals and families work to reach personalized goals related to improving their financial well-being. Coaching offered through SBH’s Financial Capabilities program will help participants learn about money management, how to earn more money, anticipate and prepare financially for the unexpected, and how to get to the next level of financial success.

What do clients gain through the coaching program?

  • Learn how to identify three specific financial goals that can be reaching within 9-12 months.
  • Learn techniques designed to develop their capabilities to manage their own finances and sustain economic security in accordance with their self-defined goals.
  • Prioritize personal life goals, family financial goals, and financial well-being. 

LEARN MORE & MAKE AN APPOINTMENT

Contact Dawn Jones to set your first appointment.

Dawn Jones
803 Lincolnway West
South Bend, IN 46616
574.289.1066, ext 1213
DawnJ@sbheritage.org

Before your first appointment, download and read over the following attachments:

  1. Financial Coaching-Counseling Pre-Survey
  2. Monthly Income & Expense Worksheet
  3. Financial Coaching-Counseling Contract

SUPPORTING
PARTNERS