Financial Stability Network


Mentor- Financial Stability Network

Help people meet their financial goals! 

 

The Financial Stability Network (FSN) seeks individual mentors to work with low to moderate income individualsFSN volunteer’s mission is to accompany their assigned client/Mentee as they work to meet their financial goal(s). By showing a genuine interest in the individual, proposing viable options to achieve their goals, and supporting them as they execute their decisions, the volunteer is a loving presence that affirms the mentee’s innate dignity and right to self-sufficiency 

 

The Financial Stability Network (FSN) provides pro-bono (Free) financial services to those who otherwise would not have access to financial education, mentoring and tax consulting. The mission of the Financial Stability Network is to assist low to moderate income families and individuals with increasing income and building assets.  

 

Duties and Responsibilities: 

  • Meeting one-on-one with clients monthly to assist them in reaching financial goals  
  • Prepare for meetings – this may include creating an agenda, sending reminder emails, checking notes from last time, or researching answers to questions. 
  • Between monthly calls, perform occasional check ins with mentee 
  • Build strong relationship with the mentee based on their wants and needs 

Qualifications: 

  • 18 years or older  
  • Effective communication skills, especially listening skills 
  • Empathetic and patient  
  • Organized and reliable 
  • Encouraging and supportive 
  • Basic financial skills, e.g.: knowledge of how to open bank accountscreate budgets, etc. 
  • All in-person volunteers must submit proof they are fully vaccinated against COVID-19 

Desired Skills, Experience & Characteristics: 

  • Experience with the art of accompaniment 
  • Experience with fiscal management/budgeting 
  • Experience with people living on low-income a plus but not required 
  • Spanish proficiency a plus but not required 

Volunteer Benefits: 

  • Meet new people from all walks of life 
  • Improve communication and mentoring skills 
  • Opportunity to use background in personal finance and/or accounting 
  • Great opportunity to network with other finance and accounting professionals in the D.C. Metro area 

Support: 

  • Volunteers will participate in Catholic Charites Volunteer Orientation  
  • Volunteers will participate in a training session on Mentoring and how to use FSN’s resources 
  • Volunteers will be supported by the leadership team from the FSN 

Time Commitment: 

  • Volunteers will meet with clients for twelve 1-1.5-hour coaching sessions 
  • Volunteers must commit to a 1-year service term 
  • About 3 hours/week of work, including research, check-ins, and monthly meetings 

Location: 

  • Coaching sessions will be held at a time and place mutually convenient to the coach and client. At the current time, it is recommended these meetings be held virtually via platforms such as Zoom or Google Meetings.