Free and Confidential

Financial Coaching

Establish and improve your credit

Create a family budget and save for unexpected expenses

Open a checking or savings account

A presenter speaks to a group of Community Ambassadors in yellow uniforms about Smart Money Coaching, a free and confidential financial guidance program available to all San Francisco residents regardless of immigration status.
80
Financial Coaching Sessions Completed
TWB helped clients build strong financial foundations through 1-on-1 coaching and practical planning.
61%
Started With Low or No Credit
Those who completed the program reported major improvements in financial stability and goal-setting confidence.

In collaboration with Smart Money Coaching, we offer complete financial literacy training designed to strengthen our clients' financial foundations. Our financial coaching supports participants in identifying barriers to financial stability and creating practical plans to build lasting economic opportunity. This focused methodology builds essential money management skills and knowledge, supporting clients in making confident, well-informed financial choices.

In Collaboration with

the San Francisco Office of Financial Empowerment and BALANCE, we bring the Smart Money Coaching Program to the Community Resource Room

< $50,000
Client Income Level
The financial coaching program served individuals earning under $50K, offering tools to overcome systemic barriers to financial security.
Improved Financial Confidence
Reported by Program Graduates
Clients who completed the program felt more confident managing money and reaching long-term financial goals.