South Kingstown, RI – January 9, 2013. Pro-Change Behavior Systems, Inc. recently released a guide for financial coaches, life coaches, or financial planners whose goal is to help clients change financial behaviors. The Transtheoretical Model of Behavior Change for Financial Coaching is a 92-page guide that provides:

  • An overview of the Transtheoretical (Stages of Change) Model, a leading model of behavior change
  • Questions that can be used to assess client’s readiness to set aside money to pay off debt, follow a budget, save regularly, or change other financial behaviors
  • Detailed guidance about specific behavior change strategies that are most appropriate for clients in each stage of change
  • Activities and worksheets that can be completed by the client, as well as referrals to best in class online financial tools and information

The guide, written by a team at Pro-Change including Sara Johnson, Ph.D., Carol Cummins, M.Ed., M.L.I.S., and Lynne Broderick, M.P.H., is concise and easy to follow. It includes practice client scenarios that allow coaches or financial planners to test their ability to correctly determine stage of change and recommend appropriate behavior change strategies.