Financial Coaching Market survey/Research

Introduction

As part of our mission to support and strengthen Native Organizations development services, Oweesta is conducting market research to understand the interest and feasibility of financial coaching programs for Native CDFIs and other Native organizations that work towards financial empowerment of their targeted markets.

Question Title

* 1. Which of the following best describe the type of lending your Native CDFI offers? If your organization is not a CDFI, please select other and describe what type of organization you are representing.

Microlending

Small business lending

Housing related loans

Consumer loans

Credit builder loans

Working with clients to prepare them to qualify for a loan

We do not offer loans

Other (please specify)

Question Title

* 2. Are you familiar with financial coaching? Please check box that best describes this process.

Counseling clients on how to make better financial decisions.

One-on-one work with clients to support their efforts to achieve identified financial goals.

Providing education individually or in a group setting to increase financial knowledge.

I am not sure what financial coaching is, yet.