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Individual Coaching

Our financial coaching program combines benefits planning with financial education and support in order to meet the unique needs of people with disabilities. Coaching is always free and services are provided by phone or via zoom.

To schedule an appointment, call us today at 206-328-5116 or you can book online!

Disabled couple using ATM machine in city streetHaving trouble with credit? Trying to save? Want to learn more about budgeting?

Here are some of the topics we can cover together:

  • Credit
  • Debt
  • Disability Benefits
  • Public Benefits
  • Budgeting
  • Savings/ABLE Accounts
  • Resource Navigation
  • Banking
  • Assistive Technology
  • Identity Protection

Ready to get started?

If you’re ready to begin coaching, you can set up an appointment online! You can also call us on 206-328-5116 to make an appointment or ask any questions you may have. If you prefer email, we can be reached at [email protected].

Your first appointment will be a 30-minute intake appointment with a member of our coaching team so we can learn about you and why you want to participate in coaching. We’ll also ask you some demographic questions so we can track who we’re serving in our program. We’ll then match you with a coach who will work with you to address your concerns, share resources, and encourage you in pursuing your financial goals.

Frequently asked questions:


What can financial coaching help me with?

Financial coaching offers assistance with credit, debt, disability benefits, applying for public benefits, savings and ABLE accounts, budgeting, banking, resource navigation, and identity protection.

Who is eligible for financial coaching?

We serve people who self identify as having a disability and reside in Oregon or Washington. We serve all ages, all disabilities, and all incomes.

How long can I participate in financial coaching?

There is no limit to the number of sessions you can do with us. People typically do about three sessions, but we can do more or less based on your needs and goals. We are not able to support you as case managers or with ongoing case management needs.

How do I participate in financial coaching?

The first step to starting financial coaching is to schedule an intake appointment with us. The intake appointment will be shorter than your regular sessions, lasting about 30 minutes. At the intake, you don’t need to come prepared with anything but we will be asking you about your financial situation and goals as well as your demographic information. At the end of the intake appointment, we’ll match you with a coach who will work with you to address your concerns, share resources, and encourage you in pursuing your financial goals.

I need an accommodation to participate in financial coaching. How do I make this request?

You can add your accommodation request directly into the appointment details when scheduling your appointment. If you have concerns about requesting an accommodation or would like to discuss your request in greater detail, please email us at [email protected] and we will be happy to assist you.

How can financial coaching help me with my credit/credit score?

Our financial coaches are able to review and analyze your credit report with you. If there are any errors, we can help you dispute them. We can also provide more information about credit and work with you to create a personalized plan for improving your credit.

How can financial coaching help me with my disability benefits?

We have Certified Benefits Planners on staff who can help you explore and utilize work incentives and develop a customized plan for your financial goals.

How can financial coaching help me with saving?

We can give you tips and tricks for saving which include sharing specific savings options for people with disabilities (including ABLE accounts!).

How can financial coaching help me with budgeting?

We can create a budget together and make a plan to align your spending with your financial values, dreams, and goals.

How can financial coaching help me with banking?

We can discuss banking options and address barriers to getting banked.

What resource navigation services can a financial coach help me with?

We can help you identify and apply to resources to offset costs, such as utility assistance, housing, and other public benefits programs including Medicaid waivers, service advocacy, and assistance.

How can financial coaching help me protect my identity?

Our coaches can share strategies with you for protecting your identity. We can also refer you to resources if you have been the victim of identity theft or fraud.

Can you help me attain the assistive technology I need?

Assistive technology can be very expensive – we can support you in navigating different resources (including Northwest Access Fund’s programs) and putting together a plan to access the technology you need!