Social and Behavioral Sciences Commons^™

A Case Study Demonstrating The Use Of Appreciative Inquiry In A Financial Coaching Program, Lucy M. Delgadillo, Lance Palmer, Joseph Goetz

Human Development and Family Studies Faculty Publications

This article presents a case study of Appreciative Inquiry applied to client work within the context of a solution-focused, financial coaching model. Appreciative Inquiry (AI) is a process –a generative process—wherein a client envisions, describes, and constructs a new meaning or reality through structured questions and answers, and then designs a way to get there (to their destiny). The origins, tenants, and applications of AI approach are described, followed by a real case study involving the utilization of this approach to facilitate a client’s overcoming of a specific, maladaptive money script. The article provides implications for financial practitioners and a …