What We Do

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Our expert counselors can help you achieve your housing and financial goals, access resources, and build wealth. Our services include:

  • Homeownership goal planning and purchase guidance
  • Homebuyer grant applications
  • Home repair capital
  • Eviction and foreclosure prevention
  • Budgeting and saving
  • Debt management
  • Credit building
  • Safe banking review
  • Tax filing assistance

Call 215-563-5665 to schedule an appointment.

How We Work

The Clarifi Client Journey

At Clarifi, we do things a little differently than other financial counseling organizations. We start by listening to you. Wherever you are on your financial journey, that’s where we’ll meet you.

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  1. Make an Appointment

    The first step is usually the hardest, but in this case it’s easy. No matter what your challenge, or even if you’re not sure what your challenge is, make an appointment and we’ll talk through it.

  2. Intake

    All of our counseling is grounded in empathy. We want to understand what’s going on in your financial life. We’ll ask you questions about your goals, your challenges, and your current situation.

  3. Creating an Action Plan

    Once we know what you’re working towards, our certified financial counselors will help you create an Action Plan: a written, step by step guide to reaching your financial goals.

  4. Checking In

    An Action Plan is your roadmap, but it still helps to have a friend along the way. Our counselors care about your goals, so we check in regularly to make sure you’re on track and to help you with whatever else you may need.

  5. Repeat as Needed

    Reaching our financial goals is usually not easy. We’re here to help you no matter how much help you need – which is why there are no caps on the number of sessions you have with one of our counselors.

Success Story

Every financial journey starts with a first step. Yavette’s walking towards homeownership with Clarifi at her side.

Financial Empowerment

A relationship-based approach to counseling, coaching and asset building activities that helps clients achieve their self-set goals

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Housing Success

Targeted interventions and case-management style counseling that helps clients find and stay in a safe, secure, and sustainable home.

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Community Education

We connect with our communities through group education, webinars and speaking engagements that illustrate the impact of financial empowerment.

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Debt Management Plans

Through our affiliation with GreenPath Financial Wellness, we connect our clients to comprehensive and personalized credit counseling and debt management services. All debt management plans are managed exclusively by GreenPath, a nationally certified nonprofit organization.