Our financial counselors provide personalized spending plans to individuals in need of guidance on budgeting and forecasting.

 

WHO WE SERVE

Families with incomes less than $150,000. Individuals with incomes less than $75,000.

WHAT WE DO

Our financial consultants develop customized financial plans based on client identified goals. We help individuals gain financial freedom and independence at all stages of the money life cycle. 

 

 

Financial counseling

Budget Planning Services: We provide  budget monitoring plans to help individuals achieve attainable financial goals. Planning sessions are scheduled to gather data on historical financial patterns.

Financial Recovery Counseling: A confidential conversation with a financial consultant on how you can recover financially and rebuild your credit after experiencing financial setbacks.

 

 

More counseling options:

Home Ownership Counseling

Banking & Investment Counseling

Student Loan Counseling

Customized Financial Planning