How We Work

What We Do

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.

THE CLARIFI JOURNEY

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.
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.
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.
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.
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.

Getting Ready for your Appointment

Now that you’ve booked an appointment, here’s what’s next:

BE ON THE LOOKOUT FOR YOUR WELCOME PACKET

Be on the lookout for your Clarifi Welcome Packet which includes everything you need to prepare for your appointment. If you gave us an email address, you will receive your welcome packet in your inbox the same day. If you don’t have an email, we will mail the package to you.

START ASSEMBLING YOUR DOCUMENTS

Start assembling the documents requested in your welcome packet. This may include paystubs, social security award letters, credit card and bank statement, utility bills, your photo ID, and more. You will need to either bring your documents in-person or send them via email to ClarifiTeam@clarifi.org OR via fax to 215-563-7020. Requested documents are necessary for completing some service types, including housing counseling. Income verification may be used to determine eligibility for a fee waiver.

Email Docuements

CONFIRM YOUR APPOINTMENT

Confirm your appointment location in your welcome packet. A list of our locations can be found here. If completing your appointment over the phone, make sure to find a quiet spot where you will not be disturbed. Don’t forget to charge your phone beforehand!

Locations