Your first session will last 60 minutes, longer if you attend as a family. In the first session, the client and counselor will complete a thorough Financial Wellness Assessment. This initial consultation captures demographics, interests, current financial wellness (income, spending, assets).

After the initial consultation, the client and counselor will decide next steps that best fits the clients needs. Our six-step program includes:

1. Initial Consultation: Our team of financial experts will conduct an initial consultation to understand your current financial situation and identify your financial goals.

 

2. Deep Dive into your finances: We will conduct a detailed analysis of your income, expenses, and debts to create a personalized financial plan.

 

3. Self-paced online courses: Our program includes self-paced online courses that cover topics such as budgeting, saving, investing, and credit management.

 

4. Portfolio projects: We provide hands-on experience by assigning portfolio projects that allow you to apply your knowledge and skills in real-life situations.

 

5. Monitoring and reassessing progress: We will monitor your progress and provide regular feedback to help you stay on track and make necessary adjustments.

 

6. Career development: Our program includes career development resources to help you improve your financial stability and advance your career.