Money Coach

The Money Coach program provides a deeper understanding of financial concepts and hands-on goal-setting through a lesson plan that focuses on direct volunteer-to-student interaction. Building on the core concepts in our Money Sense program, Money Coach volunteers engage and encourage participants in small groups and one-on-one as they develop action plans to achieve financial needs and goals. Money Coach is a one-of-a-kind approach and has proven to be a valuable addition to high school programming. Money Coach also provides the opportunity for students to earn a scholarship as they meet program benchmarks. For the greatest impact, Money Coach is typically offered over the course of a school year to a select number of students.

Interested in Money Coach?
Email Program Manager Stephaine Crosley at or call (414) 273-8101, ext. 213.


Monthly Coaching Sessions

Volunteers from the business world engage and encourage students in small groups and one-on-one. These trained and trusted volunteer coaches share real-life expertise in a mentoring atmosphere.

Customized Financial Lessons

Students develop specific action plans to address the financial needs and goals important to them. Coaches discuss such topics as: budgeting and saving; banking; credit and loans; employment; continued education; living independently; and transportation.

Goal Setting

With the help of their coach, participants set a S.M.A.R.T. (Specific, Measurable, Attainable, Relevant, Time-Bound) goal that they will work toward meeting by the end of the school year. Goals are career- or college-oriented.

Budget & Savings plan

All participants create a budget and savings plan for the school year. Coaches check on the progress of students’ savings plan every month to help them stay on track to earn the College and Career Readiness Scholarship.


Students may earn up to $350 as an incentive for participation and to reinforce the importance of saving and investing for the future. Participants use the scholarship funds for post-secondary education or for future career-related expenses, such as training programs or transportation.