Financial Coaching

Financial Coaching

Meet one-on-one with a financial coach to create a full financial picture for yourself. This is your chance to create a financial plan and put it into action. We’ll provide you with a personalized assessment which includes providing you with your credit report and score, and help you to create a household spending plan and balance sheet.

Financial Coaching Overview

Meet one-on-one with a financial coach to create a full financial picture for yourself.

Details

This is your chance to create a financial plan and put it into action. This is a long term relationship which will last from 12 to 18 months. We’ll provide you with a personalized assessment which includes providing you with your credit report and score, and help you to create a household spending plan and balance sheet.

Do You Qualify?

Low or moderate income
Motivated to work on your finances with your financial coach for 12-18 months
Have access to your financial information

Financial Coaching Details

By working with a financial coach you will have the opportunity to:

Identify & pursue financial goals
Develop sound money management skills
Access resources to help increase financial stability
Find strategies to increase cash flow, wealth, and credit scores
Become more financially resilient
Reach your potential!
Understand and track your personal finances
Have a deep understanding of your financial vision and a long term plan
Take action to improve and obtain financial health

Contact Us To Learn More About Financial Coaching

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CONTACT

PHONE
617-399-3131
TTY: 711

ADDRESS
75 Federal St. 3rd Fl
Boston, MA 02110

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