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!
- 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
Am I eligible for this program?
- Low or moderate income
- Motivated to work on your finances with your financial coach for 12-18 months
- Have access to your financial information