Financial Life Coaching – Case Study 1
scenario applicable to the course material. You will respond to each case using the material covered in class up to that date.
Each Case Study must include 3–4 pages of content and must follow current APA formatting.
These are the required text for assignments.
Krueger, D. (2009). The secret language of money: How to make smarter financial decisions and live a richer life. New York, NY: McGraw-Hill. ISBN: 9780071623391.
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Order Paper NowRamsey, D. (2013). The total money makeover: A proven plan for financial fitness (Classic ed.). Nashville, TN: Thomas Nelson. ISBN: 9781595555274.
LIFC 502
Criteria | Advanced 92-100 (A- to A):
Satisfies criteria w/ excellence |
Proficient 84-91 (B- to B+):
Satisfies Criteria |
Developing (C- to C+):
Satisfies most criteria |
Below Expectations (F to D+):
Does not satisfy criteria |
Not Present | Points
Earned |
Content: 70% = 70 pts | ||||||
Christian Coaching Ethics | 19 to 20 pts.
· This paper demonstrates an advanced understanding of the coach’s ethical and legal obligations to coaching clients especially those related to financial coaching. · This paper identifies the need for continued and ongoing development of professional skills in the coaching field. |
17 to 18 pts.
· This paper demonstrates an understanding of the coach’s ethical and legal obligations to coaching clients especially those related to financial coaching. · This paper identifies the need for continued and ongoing development of professional skills in the coaching field.
|
16 pts.
· This paper demonstrates an a understanding of the coach’s ethical and legal obligations to coaching clients without discussing those related to financial coaching. · This paper does not offer support for continued and ongoing development of professional skills in the coaching field.
|
1 to 15 pts.
· Discussion of the coach’s ethical and legal obligations to coaching clients is lacking. · This paper does not offer support for the need for continued and ongoing development of professional skills in the coaching field.
|
0 points | |
Key Concepts
|
37 to 40 pts.
· This paper provides the framework to understand key concepts in financial life coaching in three well-developed coaching sessions. · 16-20 key items from readings and presentations are identified and applied to the case with special attention to personal financial strategies.
|
34 to 36 pts.
· This paper provides the framework to understand key concepts in financial life coaching in three well-developed coaching sessions. · 12-15 key items from readings and presentations are identified and applied to the case with special attention to personal financial strategies.
|
30 to 33 pts.
· This paper provides the framework to understand key concepts in financial life coaching in three coaching sessions. · 8-11 key items from readings and presentations are identified and applied to the case with special attention to personal financial strategies.
|
1 to 29 pts.
· This paper provides the framework to understand key concepts in financial life coaching without distinction of session. · 10 or less key items from readings and presentations are identified and applied to the case with special attention to personal financial strategies.
|
0 points | |
Spiritual Integration | 10 pts.
This paper demonstrates that the student fully understands how to apply spiritual principles to concepts learned in the course. Concepts are integrated with the writer’s own insights. The student identifies specific Bible passages and additional expert commentary to support their conclusions.
|
9 pts.
This paper demonstrates that the student understands how to apply spiritual principles to concepts learned in the course. Concepts are integrated with the writer’s own insights. The student identifies specific Bible passages to support their conclusions.
|
8 pts.
This paper demonstrates that the student has attempted to apply spiritual principles to concepts learned in the course. The student identifies specific Bible passages to support their conclusions.
|
1 to 7 pts.
This paper demonstrates that the student has little to no understanding of how to apply spiritual principles with concepts learned in the course. Biblical support is not present.
|
0 points | |
Structure: 30% = 30 pts | ||||||
Organization | 19 to 20 pts.
· All required elements are included and presented with strong headings and organizational clarity. · There are clear transitions between paragraphs and sections. · The treatment of the topic is logically oriented. · The paper meets the page length requirement. |
17 to 18 pts.
· All required elements are included and organized. · There are transitions between paragraphs and sections. · The treatment of the topic is logically oriented. · The paper meets the page length requirement. |
15 to 16 pts.
· Most required elements are included and are mostly organized. Most paragraphs and sections have transitions. · The logical treatment of the topic needs improvement. · The paper may not meet the page length requirement. |
1 to 14 pts.
· Few required elements are included. · Few or no transitions exist between paragraphs and sections. · There may not be a logical treatment of the topic. · The paper does not meet the page length requirement. |
0 points | |
Style | 10 pts.
· The paper properly uses current APA style and DCCC Professional Writing Guidelines. · Proper headings, in-text citations, and references are formatted correctly. · The paper reflects a graduate level voice and vocabulary. · There are very few spelling and grammar errors. |
9 pts.
· The paper consistently uses current APA style and DCCC Professional Writing Guidelines with few or no exceptions. · Proper headings, in-text citations, and references are formatted with few or no errors. · The paper reflects a graduate level voice and vocabulary. · There are few spelling and grammar errors. |
8 pts.
· The paper inconsistently uses APA style and DCCC Professional Writing Guidelines. · Headings, in-text citations, and references are inconsistently formatted. · The paper does not consistently reflect a graduate level voice and vocabulary. · There are spelling and grammar errors. |
1–7 pts.
· The paper erroneously uses or does not use APA style and DCCC Professional Writing Guidelines. · Headings, in-text citations, and references are erroneously formatted or not present. · The paper does not reflect a graduate level voice and vocabulary. · There are spelling and grammar errors.
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0 points | |
Total | ||||||
Instructor’s comments: |