Financial Counseling Services
Financial counseling services teach skills such as making and sticking to a budget, investment knowledge that can help a family save for college or retirement, and financial literacy that allows people to make informed decisions when buying a house or car.
Our financial counseling services are designed to provide tailored support to help you achieve your financial goals. Whether you're looking for individualized help for yourself or your staff, or if you're interested in workshops for your clients and volunteers, we would love to help!
Personalized Financial Plans
Our experienced financial advisors work closely with you, your staff, your clients, and/or your volunteers to create a personalized financial plan that takes into account your specific financial situation, goals, and career path. Whether you're looking to save for a major purchase, manage debt, or plan for retirement, we're here to help.
Personalized plans can require several one-on-one sessions to develop a budget, debt pay-off, and savings plan. This is the most effective way to deal with a specific financial problem.
Workshops
If you have a large group of volunteers, staff, or clients who are all interested in the same financial topic, we hold group classes and workshops to teach these skills. Our team will work with you to help your people develop savings and investment strategies that align with their financial goals. Whether you're looking to learn more about building an emergency fund, saving for children's education, or growing retirement savings, we'll provide the guidance you need.
Our workshop classes and seminars can last anywhere from a single hour-long session to a series of classes spread out over several weeks or months. Cost is dependent on the length of the workshop. Many non-profits charge a nominal fee to their participants to cover costs.
Ready to Take Control of Your Finances?
Contact us today to schedule a consultation with one of our financial experts.
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