OUR FINANCIAL PROGRAMS

If you’re feeling uncertain about which program to select, please don’t hesitate to reach out to us at (941)256-9721. We understand that dealing with finances can be overwhelming, but we are here to support you and help you find the best option that meets your specific needs.

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Program

Need help with your finances? Get a free consultation with a finance expert. Learn about credit, debt, savings, loans, and more.

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Financial Power Workshops

Monthly workshop focused on the principles that can impact your finances in a significant way such as debt, credit, loans, etc.

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Women’s Money Empowerment

Build wealth, plan for the future, and manage life changes to achieve financial security, with a financial professional.

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EXTERNAL FINANCIAL RESOURCES

United Way – Money Matters Webinar:

Join United Way Suncoast and the Gus A. Stavros Center for Free Enterprise and Economic Education at the University of South Florida College of Education for a free webinar! We’re amplifying how we elevate asset-limited families and help community members create the life they envision for themselves with a new, dynamic virtual approach. Every month, engaging experts will spend an hour on the second Monday of each month focusing on important financial topics: budgeting 101, tax returns, banking, building or repairing your credit score, home buying preparation, and retirement funding.

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United Way – Financial Coaching:

With support from a personal financial coach, you can maintain a spending plan, save for a new car or home, start an emergency savings or vacation fund, maximize your tax refund, review your credit report and increase your score, create a debt management plan, understand financial products and services, align your financial goals with professional and personal goals, and so much more!

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Bank of America – Better Money Habits ©:

Better Money Habits is part of Bank of America’s commitment to fostering economic mobility and financial education. Millions of people from all walks of life access our free, easy-to-understand resources every year. And thousands of employees deliver in-person and virtual financial guidance in the communities served.

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BMO Harris Bank – BMO SmartProgress®:

The short lessons found here will equip you with the know-how you need to achieve your most significant financial goals and create a stable financial future for you and your family. Get started with one of the custom learning playlists below, or create your own personalized learning experience with our Roadmap to Financial Strength.

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FINANCIAL ASSISTANCE

Access to financial assistance shifts often, but below is a list of external resources that may be applicable to you and your current situation. Please keep in mind some resources may have limited availability.
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Please contact us if you have any questions!

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