Financial Coaching

Brilliant Baby parents have the opportunity to work one-on-one and in groups with a certified financial coach whose role is to help you clarify and achieve your financial goals for your family.

What is Financial Coaching?

The Brilliant Baby Financial Coaching Program includes several parts.

Working 1:1 with a Financial Coach

Brilliant Baby parents and caregivers who join the Financial Coaching Program are paired with a Financial Coach who will support them to focus on their financial goals and make plans to achieve them. Parents must start 1:1 financial coaching within one year of setting up their child’s Brilliant Baby college savings account; and can have up to six, free financial coaching sessions over a ten month period.

Our Approach

Financial coaching is a client-centered approach that is personalized and adapted to the needs and learning styles of each client. Financial Coaches work with parents to help them set concrete and realistic financial goals, develop a plan to achieve their goals, and identify quality financial products and services to support their success.

Community Connections

Community Connections are web-based events where parents get support and build relationships with one another, while learning new information and connecting to resources. Financial coaches share information and facilitate conversations with parents on financial and related topics. Community Connections are offered in English, Spanish and Cantonese.

For More Information

To learn more about Brilliant Baby Financial Coaching and Community Connections, please contact: Diego Pinto, Financial Coaching Program Manager 510-256-7176 or [email protected]

What Will the Brilliant Baby Financial Coaching Process Look Like?

All parents who have a baby in the Brilliant Baby program are invited to participate in financial coaching.

Participation in financial coaching is optional and it will not affect your child’s Brilliant Baby college savings account. If you do want to participate in coaching, you must have your first meeting with a coach within 12 months of signing up for the Brilliant Baby program.

1.

Set Up Initial Meeting

After signing up for the Brilliant Baby Program, you will be contacted by a financial coach who will answer any questions you may have about the program and invite you to set up an initial financial coaching session.

2.

Attend First Coaching Session

At that meeting, you will discuss your financial and life goals, for yourself and your family.

3.

Attend Several Meetings

You have the opportunity to work with your financial coach for up to six sessions over 10 months. You will create an action plan towards your personal goals and check-in to evaluate progress on that action plan.

4.

Join Our Community Connections Workshops

Brilliant Baby hosts Community Connections workshops in English, Spanish and Cantonese several times a month. These workshops with Brilliant Baby parents are a great opportunity to build a community of support around your goals, learn new information and get connected to helpful resources.

What Are the Brilliant Baby Coaching Stipends and How do I Earn Them?

Brilliant Baby provides parents with a stipend of $100 per month for the first three months they work with their Financial Coach. The maximum stipend amount is $300 over three months.

These Stipends are either paid directly to your Paypal account, or by check mailed to your home. If you do not have a Paypal account, your coach can help you to set one up.
Stipends are processed two times each month (on the 1st and 15th). Parents can spend or save their Coaching stipends however they see fit. Often parents choose to use this extra money toward their identified financial goals.
For questions, please contact: Diego Pinto, Financial Coaching Program Manager 510-256-7176 or [email protected]