One-on-one Financial Consults
Offered throughout the month; by appointment-only

Meet individually with a financial literacy coach to learn about specific financial topics. 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:

  • Review your Financial Well-being Checklist
  • Learn about a financial topic of your choosing (sample topics listed below)
  • Discuss some possible next steps that you might take for your own financial needs.

Topics covered by our financial coaches:
Basic Banking questions
Budgeting
College Planning
Credit Reports & Scores
Death Claims paperwork
Debt & Bill Payments
Divorce & Finances
Loans
Mortgages & Reverse Mortgages
Retirement Plans

Savings & Investment

Appointments offered throughout the month, on select Tuesdays, Wednesdays, Thursdays and Fridays.
All appointments take place at our Center in Guilford.
Please call for more information or to make an appointment:
(203) 458-6699

Learn more about our Financial Workshops.
Please click here to receive news on our financial education programs.

Our Financial Education ProgramsĀ are made possible by support from:

Community Fund for Women and Girls
Guilford Savings Bank
NewAlliance Foundation
Pfizer