FINANCIAL COUNSELING

We care for your financial health while helping you to achieve new financial goals.

Our professional Accredited Financial Counselor® will listen respectfully and support you in reviewing your financial situation. We will assist and help you in developing a budget and a plan. Make recommendations for services and options that will aid you in accomplishing your goals. Additionally, we will connect you with information or specialized counselors to support your individual needs. Together, we’ll make a personalized plan to build a foundation of financial health — so you can focus on your dreams.

Specialized Support For Your Financial Journey

  • Understand your financial position and priorities.

  • Educate you on sound financial principles.

  • Assist you in the process of overcoming your financial indebtedness.

  • Help you identify and modify ineffective money management behaviors.

  • Guide you in developing successful strategies for achieving your financial goals.

  • Support you as you work through your financial challenges and opportunities.

  • Help you develop new perspectives on the dynamics of money in relation to family, friends, and individual self-esteem.

 
 

 YOUR FINANCIAL JOURNEY

Let us help you understand the financial principles that are right for you.