Understanding your finances can feel overwhelming—but you don’t have to figure it out alone. The Ask a Banker program offers free, confidential one-on-one sessions with financial professionals in the banking industry. These sessions are designed to help you take the first step toward understanding your money and gaining the skills and tools necessary to manage your finances with confidence. Sessions are available both in-person and virtually for your convenience.
Who It’s For
This program is ideal for individuals who are:
- Beginning their financial journey and want to build confidence
- Looking to better understand their credit, debt, or banking options
- Seeking practical guidance to overcome financial barriers such as debt, housing, or savings challenges
- Interested in learning how to protect themselves financially and make informed money decisions.
What to Expect:
Facilitators can support you with:
- Reviewing your credit report and score
- Creating a personalized budget and savings plan
- Exploring debt management and consolidation strategies
- Understanding homeownership and auto loan options
- Learning best practices for privacy and financial security
- Preventing and addressing identity theft
- Guidance on talking to children about money
We recommend two to three sessions to make lasting progress.
Program Impact:
Recent evaluations show that:
- 91% of participants reported receiving the tools and resources they needed and made progress toward their financial goals.
- 82% overcame a personal obstacle as a direct result of the program.
- 100% of participants made positive changes in their financial behaviors after attending.
WHEN
Available during business hours.
WHERE
Appointments held in person or virtually.
COST
No Cost