Free Financial Coaching

Financial coaching is a free service available to Wisconsin residents through UW-Madison Division of Extension.  Clients meet one-on-one with a professional who will help create a money management plan based on their priorities. The numbers below show the impact that coaching had on 199 clients in 2023.


98% Reported learning new financial management strategies

98% Identified Specific and measurable financial goals

94% Feel like they can tackle financial challenges independently

94% Developed a spending plan, and 90% tracked their spending

These positive outcomes extend beyond the coaching clients themselves. Clients reported a total of 227 family members benefitted from the positive changes that came from financial coaching.

If you are interested in meeting with a Financial Wellness Coach, reach out to Sherry Daniels at or call 715.346.1321.