IDEAS home Printed from https://ideas.repec.org/a/wly/camsys/v20y2024i4ne70012.html
   My bibliography  Save this article

PROTOCOL: Financial coaching for enhancing household finances and health/well‐being: A systematic review and meta‐analysis

Author

Listed:
  • Julie Birkenmaier
  • Brandy R. Maynard
  • Hannah Shanks
  • Elizabeth Greer

Abstract

This is the protocol for a Campbell systematic review. The objectives are as follows. The primary objective of this review is to answer the following research questions: (1) What is the extent of financial coaching intervention research? (2) What are the effects on financial outcomes of financial coaching embedded within community settings? (3) What are the effects on financial outcomes of financial coaching embedded within healthcare settings? (4) What are the effects on health/well‐being‐related outcomes of financial coaching embedded within community settings? (5) What are the effects on health/well‐being‐related outcomes of financial coaching embedded within healthcare settings? (6) What study or intervention characteristics are associated with variation in the effects of financial coaching (i.e., design (RCT and QED), publication status (published or unpublished), dosage and duration of financial coaching intervention (continuous variable), age, financial coaching elements, and setting of intervention (healthcare or non‐healthcare)?

Suggested Citation

  • Julie Birkenmaier & Brandy R. Maynard & Hannah Shanks & Elizabeth Greer, 2024. "PROTOCOL: Financial coaching for enhancing household finances and health/well‐being: A systematic review and meta‐analysis," Campbell Systematic Reviews, John Wiley & Sons, vol. 20(4), December.
  • Handle: RePEc:wly:camsys:v:20:y:2024:i:4:n:e70012
    DOI: 10.1002/cl2.70012
    as

    Download full text from publisher

    File URL: https://doi.org/10.1002/cl2.70012
    Download Restriction: no

    File URL: https://libkey.io/10.1002/cl2.70012?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Daniel Fernandes & John G. Lynch & Richard G. Netemeyer, 2014. "Financial Literacy, Financial Education, and Downstream Financial Behaviors," Management Science, INFORMS, vol. 60(8), pages 1861-1883, August.
    2. Nele Peeters & Kathinka Rijk & Barbara Soetens & Bérénice Storms & Koen Hermans, 2018. "A Systematic Literature Review to Identify Successful Elements for Financial Education and Counseling in Groups," Journal of Consumer Affairs, Wiley Blackwell, vol. 52(2), pages 415-440, July.
    3. Kaiser, Tim & Lusardi, Annamaria & Menkhoff, Lukas & Urban, Carly, 2022. "Financial education affects financial knowledge and downstream behaviors," Journal of Financial Economics, Elsevier, vol. 145(2), pages 255-272.
    4. Shannon Kugley & Anne Wade & James Thomas & Quenby Mahood & Anne‐Marie Klint Jørgensen & Karianne Hammerstrøm & Nila Sathe, 2017. "Searching for studies: a guide to information retrieval for Campbell systematic reviews," Campbell Systematic Reviews, John Wiley & Sons, vol. 13(1), pages 1-73.
    5. Alicia S. Modestino & Rachel Sederberg & Liana Tuller, 2019. "Assessing the Effectiveness of Financial Coaching: Evidence from the Boston Youth Credit Building Initiative," Journal of Consumer Affairs, Wiley Blackwell, vol. 53(4), pages 1825-1873, December.
    6. Julie Birkenmaier & Brandy Maynard & Youngmi Kim, 2022. "Interventions designed to improve financial capability: A systematic review," Campbell Systematic Reviews, John Wiley & Sons, vol. 18(1), March.
    7. Stephanie Moulton & J. Michael Collins & Cäzilia Loibl & Anya Samek, 2015. "Effects of Monitoring on Mortgage Delinquency: Evidence From a Randomized Field Study," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 34(1), pages 184-207, January.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Julie Birkenmaier & Brandy Maynard & Youngmi Kim, 2022. "Interventions designed to improve financial capability: A systematic review," Campbell Systematic Reviews, John Wiley & Sons, vol. 18(1), March.
    2. Julie Birkenmaier & Brandy Maynard & Hannah Shanks & Harly Blumhagen, 2023. "PROTOCOL: Medical‐financial partnerships for improving financial and health outcomes for lower‐income Americans: A systematic review," Campbell Systematic Reviews, John Wiley & Sons, vol. 19(4), December.
    3. Gabriele Iannotta & Marta Cannistrà & Tommaso Agasisti, 2024. "It's never too late to be financially literate: Evaluating a financial education intervention for adults in Italy," Journal of Consumer Affairs, Wiley Blackwell, vol. 58(2), pages 397-431, June.
    4. Julie Birkenmaier & Brandy R. Maynard & Harly M. Blumhagen & Hannah Shanks, 2024. "Medical‐financial partnerships for improving financial and medical outcomes for lower‐income Americans: A systematic review," Campbell Systematic Reviews, John Wiley & Sons, vol. 20(4), December.
    5. Gerrans, Paul & Hoffmann, Arvid O.I. & McNair, Simon J. & Pallant, Jason I., 2025. "More than objective knowledge: Exploring heterogeneity in individuals' response to a financial education initiative across multiple financial literacy domains," Pacific-Basin Finance Journal, Elsevier, vol. 90(C).
    6. Marco Angrisani & Sergio Barrera & Luisa R. Blanco & Salvador Contreras, 2021. "The racial/ethnic gap in financial literacy in the population and by income," Contemporary Economic Policy, Western Economic Association International, vol. 39(3), pages 524-536, July.
    7. Galariotis, Emilios & Monne, Jerome, 2023. "Basic debt literacy and debt behavior," International Review of Financial Analysis, Elsevier, vol. 88(C).
    8. Tiina Koskelainen & Panu Kalmi & Eusebio Scornavacca & Tero Vartiainen, 2023. "Financial literacy in the digital age—A research agenda," Journal of Consumer Affairs, Wiley Blackwell, vol. 57(1), pages 507-528, January.
    9. Alan S. Blinder & Michael Ehrmann & Jakob de Haan & David-Jan Jansen, 2024. "Central Bank Communication with the General Public: Promise or False Hope?," Journal of Economic Literature, American Economic Association, vol. 62(2), pages 425-457, June.
    10. Joana Elisa Maldonado & Kristof De Witte & Koen Declercq, 2022. "The effects of parental involvement in homework: two randomised controlled trials in financial education," Empirical Economics, Springer, vol. 62(3), pages 1439-1464, March.
    11. Gerrans, Paul, 2021. "Undergraduate student financial education interventions: Medium term evidence of retention, decay, and confidence in financial literacy," Pacific-Basin Finance Journal, Elsevier, vol. 67(C).
    12. Fuzhong Chen & Jingxin Lu & Jiaying Li & Wenting Wang & Horlane Bissielou, 2020. "Sustainable Financial Education and Consumer Life Satisfaction," Sustainability, MDPI, vol. 12(3), pages 1-21, February.
    13. Andrej Cupák & Pirmin Fessler & Maria Silgoner & Elisabeth Ulbrich, 2021. "Exploring Differences in Financial Literacy Across Countries: The Role of Individual Characteristics and Institutions," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 158(2), pages 409-438, December.
    14. Paraboni, Ana Luiza & da Costa, Newton, 2021. "Improving the level of financial literacy and the influence of the cognitive ability in this process," Journal of Behavioral and Experimental Economics (formerly The Journal of Socio-Economics), Elsevier, vol. 90(C).
    15. Frisancho, Veronica & Herrera, Alejandro & Prina, Silvia, 2023. "Can a mobile-app-based behavioral intervention teach financial skills to youth? Experimental evidence from a financial diaries study," Journal of Economic Behavior & Organization, Elsevier, vol. 214(C), pages 595-614.
    16. Sara Lamboglia & Massimiliano Stacchini, 2022. "Financial literacy, numeracy and schooling: evidence from developed countries," Questioni di Economia e Finanza (Occasional Papers) 722, Bank of Italy, Economic Research and International Relations Area.
    17. Kaiser, Tim & Menkhoff, Lukas, 2022. "Active learning improves financial education: Experimental evidence from Uganda," Journal of Development Economics, Elsevier, vol. 157(C).
    18. Pitthan, Francisco & De Witte, Kristof, 2025. "How learning about behavioural biases can improve financial literacy?," International Review of Economics & Finance, Elsevier, vol. 99(C).
    19. Huang, Bin & Wang, Bin & Chen, Zixuan, 2024. "Individual investment adaptations to COVID-19 lockdowns," The North American Journal of Economics and Finance, Elsevier, vol. 70(C).
    20. Zhang, Qian & Guo, Lian & Chen, Diqiang & Lei, Shini, 2025. "Does mobile access to the internet increase household financial literacy?," International Review of Financial Analysis, Elsevier, vol. 98(C).

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:wly:camsys:v:20:y:2024:i:4:n:e70012. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Wiley Content Delivery (email available below). General contact details of provider: https://doi.org/10.1111/(ISSN)1891-1803 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.