Access Money Habitudes Online:

LISC: Opening Up Dialogue with Financial Coaches, Clients & Funders

As Program Manager with Local Initiatives Support Corporation (LISC) in Toledo, Ohio, Valerie Moffitt was seeking to create a productive connection between financial coaches and coaching clients. Moffitt’s organization supports...

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United Way: Helping Credit Union Employees Improve Member Relationships

Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville, was looking for a way to train financial services professionals to easily understand the emotional and behavioral...

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Real$ense: Creating an Engaging Personal Finance Class for Workplaces and the Community At-Large

As part of its asset building program, Real$ense, the United Way of Northeast Florida offers community financial education classes, free tax prep and matched-savings Individual Development Accounts. The organization was...

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