You are here

Home › SAM ›

Become a Budget Coach

 

We've all heard the saying "Time is Money." 

For some families in the Greater New Haven area, your time could literally mean more money for them.  If you're looking for a meaningful volunteer opportunity that will utilize your financial know-how SAM is looking for you!

If you have a mind for numbers and some time to spare, SAM has the perfect opportunity for you.  Volunteer to be a SAM Budget Coach. It's an excellent way to make a meaningful difference in someone's life.

How it Works

Budget Coaches work with households to set and achieve financial goals through a series of one-on-one sessions four month period. Together, SAM participants and coaches build knowledge and change behaviors, so families can take control of their finances and be on the road to financial stability.

You do NOT need to be a financial professional in order to become a SAM volunteer Budget Coach.  You DO need to be an innovative thinker with a big heart, comfortable with budgeting, and open to working with new people in new ways. 

As a SAM volunteer budget coach, you will...

  • commit to up to monthly face-to-face sessions over four months

  • be trained in budget coaching and cultural and social-economic sensitivity

  • attend required trainings and submit progress updates

  • receive ongoing support and guidance through United Way Greater New Haven.

If you would like to learn more about becoming a volunteer budget coach for SAM click below:

 

Update: The next SAM Coaches' Training is Scheduled!

The next coaches' training will be held on March 26 and March 28 from 6-9:00 p.m.  Coaches must commit to attend both trainings.  The trainings are located in New Haven, CT.  Advance registration is required.  Please contact Jan McCray at jmmcray@uwgnh.org or 203-691-4216 or complete the Volunteer Application.

 

United Way of Greater New Haven appluades SAM's community of trained volunteer budget coaches for their time, expertise and efforts to assist low-to-moderate income household gain needed household budgeting skills for increasing financial stability. We hope you will consider joining the following community volunteers as a SAM's budget coach.

Budget Coach Name

 Affiliation Title
Maria Arnold UWGNH  Vice President of Development
Inesta Belardo Start Community Bank VP and Branch Manager
Judith Bigda Wells Fargo Private Bank Trust Associate
Justine Bittle-Ford Yale University Medical Secretary
April Bowe Yale University Accountant
Kelley Brown-Gallant Yale University Seior Administrative Assistant
Dana Clark Connex CU Assistant VP of Frontline Operations
Nicholas Conte Connex CU Assistant Branch Manager
Olivia Davis NeighborWorks/ New Horizons Community Organizer/Resident Coordinator
Jill Dotlo NeighborWorks/ New Horizons Manager of Marketing & Community Development
William Dwyer III Barnum Financial Group Financial Adviser
Jim Emswiler Guest House Retreat Center Director of Sales and Marketing
Peter Giordano Yale University Senior Auditor
Timothy  Yale New Haven Hospital Budget Analyst
Cathy Graves Community Foundation for GNH VP of Special Projects
Lukas Habegger   PhD candidate- Yale University
Mary Magri Casey Family Services Director of Finance
Simone Mason A Different Prespective CEO and President
Luz Miranda Yale University Financial Assistant
Diego Montoya Barnum Financial Group Financial Adviser
Lori Quido Connex CU Call Center Manager
Suzanne Rosenberg Continuum Home Health  Performance Improvement Manager
Mary Shropshire  Wells Fargo Private Bank Vice President 
Christina Urrutia Community Mediation  Mediation Case Manager
You could change a family's future forever, just by lending your budgeting skills and financial expertise.  Volunteer today to help others become Smart About Money. For more information on SAM contact:

 

Jan McCray Price, Community Impact Manager, United Way of Greater New Haven, jmccray@uwgnh.org, (203) 691-4216    
 

In partnership with

 

     

EDUCATION. INCOME. HEALTH.

We envision a world where all individuals and families achieve their human potential through education, income stability and healthy lives... Learn more ».