Whether it’s buying a home, saving for that next trip overseas, or building your retirement fund, our Personal Finance Education session will get you prepared. Let our professional, certified counselor lead you through the steps of analyzing your current financial situation, setting financial goals, implementing a spending/saving plan and creating a financial strategy that works for you.
- Review current financial situation
- Analyze debt ratios and personal balance sheet
- Establish a cash flow budget
- Create a savings plan
- Set financial goals and devise an action plan to achieve them
- Access free financial tools and resources