YW Financial Empowerment

Changing your spending habits and building a new financial plan can feel too big to accomplish. Coaching incentives reward you for your progress as you take small steps toward your goal.

Financial Empowerment
Coaching Rewards



Step 1: Earn 6 points in order to become a YW Piggybank Saver

Activity

*Enroll in & participate in 3 sessions within a 2 month time frame with a financial coach (two of the three sessions must be completed in person) <2 points>

  • Open a CITI Savings Account <2 points>
  • Successfully graduate from the Financial Education Workshop Series
    <3 points>
  • Participate in the YW Benefits Screening <1 point>
  • Refer a friend <1 point>

Congratulations!
You are now a
YW PIGGYBANK SAVER.
Your Rewards:

  • Guide to Surviving Debt book
  • Goodie basket with financial organizing tools


Step 2: Earn 7 more points in order to become a YW Number Cruncher

Activity

*Participate in 2 sessions with a financial coach (both must be in person: 1 session per month for 2 consecutive months) <2 points>

  • Join a Money Club with 2 or 3 friends <3 points>
  • Meet your monthly savings goal for at least 3 consecutive months
    <3 points>
  • Complete 1 YW Tax Credit or Continuing Education class <3 points>
  • Complete 3 credit repair activities (see list of approved act.) <3 points>
  • Attend an approved community financially focused event (see your financial coach for more information) <2 points>

Congratulations!
You are now a
YW NUMBER CRUNCHER.
Your Rewards:

  • A $25 Gift Card
  • The Millionaire Next Door book
  • YW USB drive


Step 3: Earn 9 more points in order to become a YW Wealth Wizard

Activity

*Participate in 2 sessions with a financial coach (can be via phone, email, or in person) <2 points>

  • Meet your monthly savings goal for at least 6 consecutive months
    <6 points>
  • Refer 3 participants who successfully graduate from a YW Financial Education Workshop Series <5 points>
  • Complete a 1 hour session with a Financial Planner <4 points>
  • Submit your success story <1 point>

Congratulations!
You are now a
YW WEALTH WIZARD.
Your Rewards:

  • Invitation to a recognition reception for Wealth Wizards
  • Entrance in a drawing to win gift cards and other prizes
  • $50 Savings bond

*Starred items are required.

Contact a coach today to take your first step toward becoming a YW Wealth Wizard.
Call 214.584.2328 or email coaching@ywcadallas.org.

Download your copy of the Coaching Rewards Program.

"My financial coach helped me create a successful goal plan to better manage my finances. I have learned how to stay on budget based on my income and expenses. I have been able to reduce my current debt and reestablish credit worthiness.

While doing one on one coaching with my current financial coach, I have been able to set aside monthly savings for the future. Thanks to Ms. Hunter, I am a motivated and successful IDA participant!"

- Nanthaley, 38

"I am very pleased with my coach. She is an amazing woman. She has taught me so much about credit, how to budget my money and save. Also, I enjoyed coming to the YW's Financial Education Workshop Series. I completed 12 hours.

I have enjoyed coming to the credit repair class and home buyer's basic class. It has been very helpful. I am grateful for my wonderful coach Luz. She has a beautiful attitude. She is the best."

- Brenda, 46