Financial Wellness

A HUD-approved counseling agency certified by the National Foundation for Credit Counseling


Triangle Family Services is a leader in providing financial literacy education. Each year, through one-on-one counseling and classroom-style workshops, we teach thousands of local residents how to manage their money and achieve financial wellness to focus on the future.

Financial Wellness synergizes counseling and coaching into an exciting new perspective on the way we deliver services by identifying our clients’ current relationship with credit, debt and money habits and providing a financial wellness bundle of tools and accountability with compassionate coaching and guidance.  This holistic paradigm meets each individual where they are, and offers a “one stop” concept that ensures clients are equipped with the tools and resources they need to make appropriate and sustainable financial decisions. Our coaches do follow-up with clients to develop long-term relationships, track progress, and ensure clients stay committed to their action plans.

According to the Center for Enterprise Development, folding financial capability services into these other social services can address the central and interrelated problems families face in achieving financial security.

The interest in “bundling” social services to address the multiple needs of families is growing among community practitioners and charitable foundations across the country.  Innovative social service providers in both the nonprofit and government sectors have embraced the idea of coordinating access to multiple types of services, including financial capability services, as a way to improve outcomes and enhance the financial well-being of their clients. Evidence from these service providers shows that embedding such financial capability strategies – helping families access financial information; connecting families to safe, affordable financial products and services; building savings and wealth and teaching them to protect themselves in the financial marketplace – boosts programmatic outcomes.

Financial Wellness Credentials

““We are teaching them to be their own financial advocate” ”

Carol Silva, TFS Credit Counselor