Financial Coaching

Financial Coaching

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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
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