Financial Literacy Workshops – Interactive sessions covering topics such as banking and saving, credit control, budgeting, consumer responsibility, and personal income tax.

Financial Coaching – One-on-one sessions for individuals interested in creating an effective budget, reviewing and building their credit histories, opening a checking or savings account, preventing identity theft, and more.

Save Up – Services offered during the tax season that help tax clients access free and safe savings vehicles such as prepaid cards, savings accounts, and savings bonds.

Budgeting– Topics include strategies for budgeting, fixed vs. flexible expenses, setting financial goals, tracking expenses, and how to use online applications to maintain a budget. A budgeting exercise helps participants see where they can spend less and save more.

Credit Control-Topics include how to manage credit wisely, what factors affects your credit score, the need for a good credit score, and how to build and maintain a good credit score.

Banking and Saving– Topics include how to choose the right bank account, the power of compound interest, strategies for saving, how to maintain a checking account, and how to find high-yield savings accounts.

Understanding your Tax Return– Topics include knowing when to file, common tax forms, determining your filing status, deductions and credits, and preparing a return. We also discuss the importance of filing, tax penalties, and resources available to help taxpayers file their returns.

Consumer Responsibility– Topics include setting priorities, planning big purchases while avoiding debt, consumer rights, common consumer scams, and preventing identity theft. For high school students, the workshop focuses on advertising, online privacy, and spending money wisely.

Individual Counseling– Accessing and reviewing your free credit reports, Building and re-building your credit history, Creating and maintaining a household budget, Opening a checking, savings, or retirement account, Preventing identity theft and avoiding consumer traps, Devising savings strategies and more!