Financial Planning

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FINANCIAL LITERACY & INTEGRITY PROGRAM

The Financial Literacy & Integrity Program (FLIP) is a 9 Step Workshop to help you create a healthy, empowering relationship with money, allowing you to get beyond money concerns to help you fulfill your goals.

Taught by a financial processional literacy counselor, the Nine Step Program will provide many positive outcomes:

  • Feel More in Control and Empowered About Money
  • Get Out of Debt Faster
  • Preparing A Personal Balance Sheet
  • Monthly Budgeting & Personal Spending Tracking
  • Financial Independence Planning
  • Reduce Stress Around Money
  • Prepare You For 1st Time Homeownership

You can also schedule a One-on-One session with a financial literacy counselor to discuss your financial profile and help move you toward your goals. We can help with budget, analyze your credit report, create a personal budget, take actionable steps to increase your credit score, and more!

Our financial literacy counselor works in partnership with legal professionals to provide comprehensive, wills and trusts counseling and estate planning.