FINANCIAL LITERACY AND EDUCATION

How we can help?

Our counselors provides information on basic to complex financial matters in a manner that addresses the clients’ short, medium and long-term financial well-being. Our program covers a full spectrum of financial literacy categories such as saving goals, budgeting, the importance of mainstream financial services, understanding and reconciling bank statements, understanding the cost of money borrowed retirement investment accounts and tax deferral options, how to shop for and compare all financial service matters.

Making a Spending Plan

First, make a list of how much money is coming in from all sources. Once you know how much money is coming in, you can then determine how much is going out and you can make a spending plan. A spending plan will help you get the most of what you want.