How You Can Help

Volunteer

Clarifi’s work is about people helping other people. While our counselors can do a whole lot, our clients could always use more support. That’s why we create our Boot Camp program. This six-month program brings together a cohort of 20-30 clients who are working towards similar goals, like buying a first home. As a cohort they go through three workshops together, receive counseling, and are matched with a volunteer coach. Coaches don’t dispense financial advice, but rather are there to be a cheerleader and an accountability partner as our clients walk their financial journey.

*Our next volunteer training will be in September of 2022. Please contact volunteer@clarifi.org with any questions.

Why You Should Be a Coach

Being a Clarifi Coach can be a big deal. It’s a six-month long engagement – a few hours of training on the front end, followed by at least one hour per month, but it’s also an incredibly meaningful experience. Here’s why you should consider it:

  • You’ll get the chance to develop a real relationship with a Clarifi client, helping them achieve their financial goals
  • You’ll get to network with other coaches from diverse backgrounds – from bankers to business owners
  • You’ll make real change happen in our community. Boot Camp participants get some of our best outcomes including paying off large debts, buying a first home, and starting a business.

  1. Apply

    Help us get to know you. Go here, select “Volunteer Financial Coach” to complete the short application.

  2. Interview

    If you’re a good fit for the program, we’ll send you an invitation to join an upcoming Orientation/Volunteer Training.

  3. Orientation

    You’ll go through a few hours of training via webinar or in-person. During orientation you’ll learn everything you need to know about being a coach and how to help your client succeed. Once you have completed training, we will do our best to match you with a compatible client!

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