Secure your financial future by taking part in one of our free Financial Education programs. Work with one of our financial coaches to get help with your taxes, budgeting to keep up with your monthly expenses, or another financial goal like saving more of your money. Learn more about all of our Financial Education programs below.
Meet one-on-one with a financial coach to create financial plan and put it into action.
Through Financial Coaching, create a personalized assessment which includes providing you with your credit report and score, get help creating a household spending plan and balance sheet, and develop sound money management skills.
Webinars provide opportunities to improve major financial areas in a convenient way online through platforms like Zoom or Teams, which can also be accessed using a phone.
Learn how to create a spending plan, improve your money habits, understand credit reports and scores, save for retirement, understand insurance products and the basics of taxes.
We have additional resources, including financial well-being and debt fact sheets and self-guided assessments.
Each resource is designed to provide information, strengthen money management skills, and help you understand your current financial situation.
“Without [JVS] I wouldn’t be where I am….I was able to learn at JVS. Having a financial advisor to help me out with every step of the way? Priceless, just priceless. It really helped in my personal life.”
Dusya L. Financial Coaching
Please see the individual program information above for details on how to apply. From there, someone on our team can assist you through the rest of the process.
No, all of JVS Boston’s Financial Education programs are completely free. If you are interested in participating in one of our Financial Education programs, the first step is to apply today using our online application form.
We can help you assess your finances through our Financial Education offerings. You can sign up for financial coaching, take the financial knowledge assessment, or the finances assessment. We also have a budget calculator.
We can help you learn more about building credit. Here is a free resource on Understanding Credit Reports.
Click here to get your annual credit report.
Additionally, here are resources from Boston Builds Credit that you can access:
Yes. Here is the Bank on Boston Access Map. You can also click here to review the Bank on Boston’s checking/savings resource.
We have other fact sheets and resources available, including:
Have questions or need assistance? Contact us with the form below
