Coaching

Boost your financial knowledge and skills with free one-on-one Financial Wellness Coaching, available to Stanford students, postdocs, and alumni. This service helps you build confidence, reduce stress, and make informed decisions that align with your goals and values.

Your Path to Coaching Success

Follow these steps for a fulfilling journey with a financial coach:

1. Clarify what you want from coaching
2. Schedule a time to meet virtually (Zoom or Phone)
3. Meet your coach and develop a plan of action for your priorities 
4. Follow-through and follow-up on the next steps you set together
5. Tell us what you accomplished after each coaching session

The Impact of Coaching

Here is what some of our students & alumni have said about their coaching experience:

[My coach] made me feel comfortable right away, and I felt safe, like I could be honest with him. He explained everything clearly, unassumingly, and graciously, and it made me so receptive to wanting to hear everything he had to say. I learned about dashboard programs for tracking money and saving, exploring financial goals, and have explicit next steps on what I need to do.”

“[My coach] is DOPE!! From our single conversation, I came out of it more self-assured about the next steps I want to take in my personal finance journey as well as about cultivating a healthier personal relationship with finances. I was grounded and reminded of why I created my financial goals in the first place, and thus learned the importance of incorporating these personal values into my financial journey.”

“[My coach] was a great coach and helped me feel more confident in my financial choices going forward!”

“[My coach] did a great job explaining investing in simple terms to me since I didn't have any background knowledge in investing at all!”

“Just wanted to say that I really appreciate being able to meet with a financial coach! It has been great for accountability while I've been working on my financial plan. [My coach] does a great job of providing guidance (without judgment, especially when I'm feeling anxious/uncertain!) and working with me to ensure I have concrete next steps after each meeting.”

“[My coach] was absolutely fantastic! He was so knowledgeable and willing to help. He provided all the necessary background about himself and my area of questioning that I could trust what he said and how he thought about the problems. He was very kind and generous in his help. I would recommend him to anyone!”