BENEFITS OF BEING S.M.A.R.T.
Footsteps to your future. Complete a holistic financial health assessment
MAKE A BUDGET
We'll teach you how to make your money work for you
We'll help you identify ways to secure your money for retirement
We'll help you identify how to address common life events so you can feel less stress and more relaxed
THINK OF OTHERS
We'll help you utilize community resources that can help "close the gap" of economic disparities.
Awareness is the first step and a debt management plan helps you control payments and costs
Credit & Debit
Decide which debts to pay first and understand what can happen if you stop making payments
You can have more than one credit score and there are several variable that may affect your credit score
Balancing debt, retirement income, and assets becomes even more important to your financial security as you age.
Money Smart for Older Adults
Elder financial exploitation can result in the loss of the ability to live independently
What can you do to earn more, so there's more to save?
50/30/20 Budeting rule
Steps for making financial decisions
It doesn’t matter if you are a beginner or have been investing for many years, it’s never too early or too late to start asking questions.
Dollars & Sense
Every budget needs both wiggle room and some money you are free to spend as you wish.
Do you have a relationship with your money?