What We Do

How we support you

Through financial education and coaching, you can build the confidence, knowledge, and skills to enhance your financial well-being.

Classes

Our Financial Education program offers classes at no cost to you. These classes will help you build an understanding of some of the more common aspects of personal finance. We host a variety of virtual (and sometimes in person!) classes that discuss creating spending plans, understanding the many aspects of credit, buying a house or car, and other seasonal specialty classes.

Credit Report Reviews

We offer credit report reviews under the umbrella of our Financial Education program. During this one-time appointment, our staff or trained volunteers will provide you with a copy of your credit report, done as a “soft pull” so it will not hurt your credit. You’ll also be given your FICO credit score and a detailed description of all areas affecting that score. Together, we will create a personalized action plan to improve your credit! You’ll be provided with additional resources, and you’ll have the option to sign up for ongoing financial coaching in the future. All of this is provided at no cost to you!

Coaching

Navigating the financial world is often a daunting task when you face it alone. We offer no-cost, one-on-one financial coaching sessions to help you build confidence, knowledge, and skills. Whether you want to create a budget, improve your credit, or create savings for larger purchases like a car or a home, our best-in-class financial coaches will guide you in the right direction. They can help you set achievable goals, create an action plan, and connect with any additional services or resources you might need.

Employer-Sponsored Financial Education

Financial well-being affects every aspect of a person’s life, including their success at work. Through our Employer-Sponsored Financial Education (ESFE) program, we partner with organizations to provide unbiased financial education, credit support, and one-on-one coaching that helps employees build confidence, reduce financial stress, and work toward their goals. Together, we can create a stronger, more engaged workforce and a healthier financial future for your team.

The Impact

Every number tells a story of hard work, determination, and progress. Because financial success looks different for every client, we measure impact by tracking the meaningful changes people make along the way—whether that’s building savings, improving credit, reducing debt, purchasing a home, or gaining confidence in managing their finances. Explore the outcomes our clients are achieving and learn how we measure progress toward lasting financial well-being.

Enhance your financial well-being

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