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.

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.

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.

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.

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.