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.
EXTERNAL FINANCIAL RESOURCES
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!
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.
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.