We are in this together.

Save First’s financial coaches work with you to achieve your financial goals.

How One-on-One Coaching Works

Get paired with a trained financial coach to start working toward your goals today. Your coach will help you stay on task and accountable, as you work together to design a personal budget plan. They will also help identify which financial tools are best suited for your situation.

91% of reporting clients are actively living on a budget and 62.50% have paid down their debt with the average pay off being $4,500.

Featured Coaches

Jennifer Winslow
Jennifer Winslow
Lessons learned become financial life skills

When I retired after 35 years in the insurance industry, I wanted to give back and do something meaningful with my time. I had always handled the finances for my family of 5 and felt I had the skills and knowledge necessary to be an effective coach. In the last 4 years I have coached approximately 20 people. It is very gratifying to watch people learn and take control of their financial life using the skills we work on and the lessons they’ve learned through Save First.

Dan Rocha
Dan Rocha
Put Yourself in Control of Your Money

I am a firm believer that anyone can manage a budget! Besides budgeting, I also work with you on using credit wisely and saving for the unexpected. Budgeting, like any new habit, is challenging in the beginning. As a financial coach, I partner with clients through this process. The long-term benefit for clients is empowerment! Knowing and choosing where your money is spent puts you in control.

Ron Eisman
Ron Eisman
Catholic Charities Volunteer of the Year

I have been a volunteer financial coach since 2013, working with over 20 clients. I’ve seen them grow, feel more confident about managing their money, succeed in meeting their financial goals, and feel more empowered. Additionally, as a very important part of the program--in the case of couples--communications about finances (and I assume other subjects) has also improved.

Clifford Gordon
Clifford Gordon
Get Back on the Road to Financial Success

I really enjoy being involved with Save First; utilizing my own financial background and skills to share knowledge with my clients. I get to know their stories, and figure out how I can help them reach their goals, so they can get back on the road to financial success. We meet regularly, going over their budgets, and I let them know that I’m here to assist and encourage them along the way. When they succeed, we succeed.

Ryan Coffee
Ryan Coffee
Turning Personal Passion into Life’s Work

I developed an interest in personal finance after college and enjoy sharing my passion with others. I’m currently pursuing my Certified Financial Planner™ certification to increase my knowledge of the field. In my free time, I enjoy cooking, hiking, and spending time with my wife and dog.

Sebastian Rodrigues
Sebastian Rodrigues
A Career in Finances Prepared Me for Coaching

For the past 20 years, I have worked as a Senior Financial Analyst for the City of Portland and as Finance Director for the Mt. Hood Cable Regulatory (MHCRC). Now that I’m retired, I volunteer my time as a Board Member of the Mental Health and Addiction Association of Oregon, and with Save First as a financial coach and mentor--something I’ve been doing since 2013.

Interested in Working with a Financial Coach?

Get started by on your path to financial wellness by submitting this form or calling the Save First hotline at 503.688.2659.

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Are you interested in becoming a volunteer coach?

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