Services — Financial Capability Investment

Financial Capability Services

Financial Capability Investment partners with non-profits, government agencies, and financial institutions in order to:

> Deliver financial coaching services to their community.

>Conduct a needs assessment for an agency’s financial capability program.

>Provide capacity building and technical assistance for staff.

For a full list of initiatives and partners click here

Community Education Workshops can be offered to participants or staff and topics include, but are not limited to:

> Understanding Credit

>Social Security Benefits

>Orientation to Financial Capability Investment and 1:1 Coaching Model

>Customized topic to meet audience needs

1:1 financial coaching assess an individuals’ needs and comes up with a targeted action plan to address:

>Personal Assessment and Goal Setting

>Building Credit

>Budgeting and Savings

>Connection to financial institutions and quality financial products