Financial Coaching

Certified by the National Foundation for Credit Counseling


We know that each individual and family faces their own set of challenges, so we aim to treat each client as uniquely as their situation. In-depth financial coaching sessions are tailored to meet individual needs and can cover an array of topics, including budget management, credit repair, debt reduction, student loans, avoiding identity theft, bankruptcy, and savings strategies.

Services

Certified financial and housing counselors assist clients in one-on-one sessions to review budgets, create action plans, and track progress against stated goals.

Schedule

Varies by participant. Please call to schedule an appointment.

Steps

  1. Complete the Participant Application Packet and Financial Wellness Questionnaire
  2. Take the short My Money Check-Up assessment and send an email to mmcu@tfsnc.org providing the email address used for the assessment and the date it was completed
  3. Call 919-821-0790 ext. 105 to schedule an appointment
  4. Bring the following to your first appointment:
    • Completed and signed Client Application Packet and Financial Wellness Questionnaire
    • Two most recent pay stubs
    • Most recent utility bills (ex: telephone, water, gas, electric, cable)
    • Most recent credit card statements

Cost

Free

Contact

Jennifer Cousins, Financial Wellness Coordinator
919.821.0790 x105
cccs@tfsnc.org 

financial education

“I have decided to go through TFS financial stability process myself …there is no better way to encourage the change, than experiencing it for yourself.” ”

TFS partner/client