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Personal Services
What is the initial counseling session?
This free financial education session is a look at your current overall financial situation. It sets the foundation for identifying solutions to credit and debt concerns.
This free financial education session is a look at your current overall financial situation. It sets the foundation for identifying solutions to credit and debt concerns.
What happens in this session?

You will meet with a certified credit advisor in a confidential setting either in person or on the phone for approximately 45 – 60 minutes. During that time you and the advisor will:

  • Review your current financial situation
    • Income/expenses
    • Discuss the reasons for your financial issue
    • Develop a list of options available
  • Create an action plan to get you headed in the right direction

You and your advisor will discuss what steps you can take to resolve financial concerns. Based on your income, your total list of expenses and debts, these may include referrals to community resources, changes to your lifestyle, and ways to increase income or decrease expenses. We’re not here to judge you – just to help you find solutions!

You will meet with a certified credit advisor in a confidential setting either in person or on the phone for approximately 45 – 60 minutes. During that time you and the advisor will:

  • Review your current financial situation
    • Income/expenses
    • Discuss the reasons for your financial issue
    • Develop a list of options available
  • Create an action plan to get you headed in the right direction

You and your advisor will discuss what steps you can take to resolve financial concerns. Based on your income, your total list of expenses and debts, these may include referrals to community resources, changes to your lifestyle, and ways to increase income or decrease expenses. We’re not here to judge you – just to help you find solutions!

What do you need to bring with you?
  • List of all current expenses
  • Statements no older than 60 days from credit cards and other bills
  • Pay stub or other income information
  • General Client Information Form
  • List of all current expenses
  • Statements no older than 60 days from credit cards and other bills
  • Pay stub or other income information
  • General Client Information Form

 
 
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