Almost anyone can be a financial mentor – from case managers to employment specialists to housing counselors. Mentors are not financial experts. They are more like coaches, with a general knowledge of various financial topics and an understanding of how to connect clients to opportunities and resources to help them meet their goals. Financial mentors:

• Are Supportive – They don't tell clients what they have to do or pass judgment on what they choose to do.
• Listen and Ask Questions – They listen to what is said and how it is said. They ask questions to help clarify the real problem and build on a client's strengths and resources.
• Educate and Motivate – They encourage clients to take responsibility in resolving their own problems, helping identify options in order to make good choices now and in the future.
• Stay Informed – They continue to learn about financial literacy topics and resources in the community to better serve clients

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