Our Housing Advisor provides one-on-one financial coaching services to our clients. The Advisor will follow up with the client within 30 business days to make sure that they are on track with their financial action plan.
Later, should the client’s circumstances change and they find them self-struggling to stick with the plan, the client can call and schedule a follow up session. The Advisor can then help the client make adjustments to their budget, provide additional resources and encouragement.
Achieving financial goals can sometimes seem tough, but this how we can help:
- Support individuals and families as they practice new behaviors and skills
- Partner with clients to assist them to establish beneficial financial habits that will support healthy long-term financial behaviors
- Empower each client to be the expert on his/her specific needs, goals, and choices and to set reasonable goals and timelines
- Encourage the clients as they work through each step toward reaching their goals by providing accountability