Financial Coaching

Financial coaching helps you align your financial goals and values with habits and practices. Counselors work with you to develop your skills and create a step-by-step plan to reach your goals.

 

Types of financial goals we can help you achieve:

  • Pay off debt

  • Plan for retirement

  • Improve your credit

  • Create an emergency fund

  • Save for a big purchase

  • Save for education

How do I get started?

During your first appointment, your counselor will discuss your goals and what you want to get out of counseling. They will also discuss your budget and help you set up a plan to reach your goals.

Ready to get started? Complete our intake form.

What do I need to do to participate?

Before you access services, you will need to complete our financial coaching intake packet and return it to our office with the following documents:

  • 2 most recent pay stubs

  • 2 years of tax returns and W2’s with all attachments; 3 years if self-employed

  • 2 most recent bank statements

  • Copy of recent credit report if available; if not, one will be pulled in the office.

How can I raise financial awareness in my community?

If you are interested in hosting a financial education workshop or having someone to speak at your community event about financial education, please call 410-366-8550 x249 or email intake@stambros.org.

Resources