Volunteer Coach Application

Volunteer Application

Please complete this application form if you are interested in becoming a volunteer Financial Coach with Save First Financial Wellness. Please note that there is an onboarding and training process to become a Financial Coach. This process can take up to 30 days. We also ask for a minimum of a 4-6 month commitment with the program.
Name

First NameLast Name
Email
example@example.com
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Demographics

Answering the demographic questions helps us connect you with clients who may have requested someone with a similar background or lived experience.
Primary Language
Other Language Name
Gender
Cultural Heritage
Cultural Heritage Details
Country of Origin (if other than US)
Are You a US Veteran?
Employment Status
Employment Status Details
Financial Coaching
What Inspired You to Volunteer as a Financial Coach?
Tell us a Little About Yourself. This Will Assist Us in Making a Volunteer Match (i.e. hobbies, lived experiences, education, employment, volunteering, skills, etc).
What Motivates You to Help Others with Their Financial Situations What do You Hope to Gain from Your Time as a Financial Coach?
Please check all of the boxes for days that you are generally available to meet with a coach.
Please provide details about the times you are available on the days you selected.
Example: Generally available Monday mornings or Thursday evenings.
When are You Available to Begin Volunteering?

0/0255
How Long Can You Commit to Volunteering?
Are You Looking to Volunteer Remotely or In Person?
References

Please provide 3 references (professional and personal associates not related to you).
Reference 1: Professional

First NameLast Name
Reference 1: Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Reference 1: How do You Know This Person?
Reference 2: Personal / Professional

First NameLast Name
Reference 2: Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Reference 2: How do You Know This Person?
Reference 3: Personal/ Professional

First NameLast Name
Reference 3: Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Reference 3: How do You Know This Person?
Is there any additional information that you'd like us to know about?
How did you hear about us?
Please Specify
Volunteer Agreement: General Terms & Conditions I agree to give my time and services to Save First Financial Wellness without financial compensation and will not accept monetary gifts from clients. I agree to respect clients’ rights to self-determination and work to establish their independence and self-sufficiency. I agree to report suspected abuse or neglect to a Save First Financial Wellness staff member. I agree to promptly submit any required reports and monthly volunteer hours performed. I agree to inform the Volunteer Coordinator (or other staff member when applicable) if I am unable to volunteer due to illness or emergency. I understand that a background check will be performed on civil, criminal, as well as motor vehicle records (as appropriate). Confidentiality Agreement Information about Save First Financial Wellness clients, their families, and their personal lives are to be kept confidential. Volunteers are prohibited to disclose or release client information without the proper consent of the client involved. This includes not speaking to other professionals (teachers, doctors, etc) without a Release of Information being obtained from Save First Financial Wellness. Exceptions to this policy include disclosed or observed child, elder or person abuse or neglect, disclosure by clients of intent to harm self or others, a medical emergency (only information necessary) and the disclosure of information required by court subpoena. Confidential documents must be disposed of by utilizing designated paper shredding machines located within all Save First Financial Wellness sites. I understand that unauthorized use or disclosure of protected and confidential information, including information a client may share with me directly, will result in disciplinary action up to and including termination of my volunteer position. In addition, any proprietary materials, training resources, or internal program documents provided to me while volunteering are to be treated as confidential and may only be used for the purposes of fulfilling my volunteer role within Save First Financial Wellness. Such materials must not be shared, reproduced, or used outside the scope of my volunteer duties without prior written authorization from Save First Financial Wellness. Waiver of Liability I agree that before or during my volunteering, if I believe anything is unsafe, I will immediately advise a Save First Financial Wellness staff person. I acknowledge that I may be engaging in activities that could involve risk of injury and other loss. I assume all the foregoing risks and accept personal responsibility for the damages following injury. I hereby release and forever discharge and hold harmless Save First Financial Wellness, or any of its staff, volunteers and/or clients, from any and all liability, claims and demands of whatever kind or nature, either in law or in equity that arise or may hereafter arise from my volunteer activities. Consent By selecting "Agree" below and submitting this form, I am agreeing to all terms of this application and understand that any misrepresentation or omission of facts is cause for non-appointment to a volunteer position with Save First Financial Wellness. I also authorize contact of references for my placement as a volunteer and release and discharge Save First Financial Wellness and those who provide information from any and all liability as a result of furnishing and receiving this information.
Photo Release: I consent to the use, publication and reproduction of any photograph or interview taken of me by Save First Financial Wellness, or its agents, for publicity and non-commercial advertising purposes without compensation. I waive the right to make any claim arising out of the use of such photographs/recordings and understand this release shall inure to the benefit of Save First Financial Wellness, its successors, affiliates and assigns
Please only click the Submit button below once, unless you are clicking it again after resolving a field error.
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Volunteer Application

Demographics

Financial Coaching

References