Offered throughout the month; by appointment only
Meet individually with a financial literacy coach to learn about specific financial topics and feel empowered to make better decisions by gaining knowledge in a safe, comfortable place.
You will meet one-on-one with a volunteer financial literacy coach. In your one-hour session, you will:
- Perform a financial self-audit by reviewing your Financial Well-Being Checklist
- Learn about a financial topic of your choosing (sample topics listed below)
- Discuss next steps and create an action plan to help you achieve your financial goals.
Topics covered by our financial coaches:
Basic Banking questions
Credit Reports & Scores
Death Claims paperwork
Debt & Bill Payments
Divorce & Finances
Mortgages & Reverse Mortgages
Savings & Investment
Please call for more information or to make an appointment: