Charles Schwab Foundation Personal Financial Planning Clinic

WE ARE HERE TO IMPROVE YOUR FINANCIAL WELLNESS
Financial coaching offers personalized guidance to individuals seeking to manage their finances effectively. Coaches assess financial situations, craft tailored strategies, and provide ongoing support to clients. They educate on budgeting, saving, investing, and debt management, fostering better financial habits. Unlike traditional advisors, coaches emphasize empowerment through education, enabling clients to make informed decisions independently. Through goal setting and accountability, they help clients navigate financial challenges and achieve their objectives. By fostering a deeper understanding of money management principles, financial coaching promotes long-term financial stability and confidence. It serves as a catalyst for positive change, empowering individuals to take control of their financial futures.

WHO WE ARE
The Charles Schwab Foundation Personal Financial Planning Clinic at Texas Tech University is a community-based outreach endeavor of the School of Financial Planning focused on promoting family financial resiliency and empowerment by offering no-cost one-on-one financial coaching to all members of the Lubbock community. This service additionally generates impactful hands-on experiential learning opportunities for the next generation of financial planners within Texas Tech University School of Financial Planning and contributes to the creation of applied research on family financial communication, financial well-being, and financial decision-making.

WHAT WE DO
Financial coaching is a personalized approach to helping individuals or families manage their finances more effectively. It typically involves working with a trained professional who provides guidance, support, and education to help clients achieve their financial goals. Unlike traditional financial advisors who primarily focus on investment strategies, financial coaches often concentrate on areas such as budgeting, debt management, savings, and behavioral finance.

PARTNER WITH US
Charles Schwab Foundation Personal Financial Planning Clinic
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Address
Texas Tech Plaza 1901 University Avenue Suite 305 Lubbock, TX 79410 -
Phone
(806) 742-1611 -
Email
hs.pfp.clinic@ttu.edu