One on One Financial Wellness Session

One on One Financial Wellness
Do you need help saving, budgeting, or managing your money? Do you have issues with credit or debt? Take steps towards financial stability by meeting with a financial coach. An experienced volunteer coach, trained and certified by Community Service Society of New York, is able to provide free and confidential assistance. A Coach will work with you to develop positive financial skills, including:

• Improving credit by obtaining, reviewing and repairing credit reports and scores
• Learning about different banking products and accounts
• Reducing debt by developing a debt management plan
• Creating and using budgets to manage finances
• Increasing savings to build assets

Complete the form to guide the conversation with the coach.

Please complete prior to your session.
Name

First NameLast Name
Email
example@example.com
Phone Number
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Which topics do you want to discuss with your coach?*

BudgetingCredit Score/ Credit ReportStudent LoanDebt ManagementBankingSavings PlanPublic Benefits
Is there anything else you want to discuss?
This financial literacy course is provided through a collaboration with CSS and Dress for Success Greater New York City. It is designed to provide general educational information to help participants better understand basic financial concepts and decision-making. The content presented is to be used for these purposes only and should not be considered financial advice. Participants are encouraged to consult with a qualified financial professional or their local financial institution for personalized guidance and answers to specific financial questions or concerns.

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