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 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
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.
Please call for more information or to make an appointment:
(203) 458-6699
Please click here to receive news on our financial education programs.

Our Financial Education Programs are made possible by support from:

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