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Financial Coaching

Are you one of the 72% of adults feeling stressed about money at least some of the time? 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. 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.

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!

Program Benefits:

  • 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

Program Eligibility:

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

Testimonials:

“Financial Coaching is helping me to feel more in control of my budget and plan for the future.”

 

For more information, please contact:
Louis Kaplan
lkaplan@jvs-boston.org
617-399-3372