TrustPlus Financial Coaching

Make your money work as hard as you do with one-on-one financial coaching

Introducing free, one-on-one financial coaching for Accion loan recipients through our partner Neighborhood Trust, at no cost to you. Contact your Accion loan officer for more information.

 

Accion clients will receive:
  1. A customized action plan built around your immediate and long-term goals, with easy-to-follow next steps
  2. An encouraging, experienced financial coach who helps you decide on the best ways your money can support your lifestyle and goals
  3. A clear understanding of your credit and your whole financial picture
  4. Access to confidential guidance by phone text or Skype, that’s available in the day or evening for your convenience.

 

 

What to expect in your first session:
  • Diving deep into your immediate personal financial concerns, short-term goals, and long-term goals
  • Reviewing your personal credit report
  • Working together to create an action plan that includes three or more specific and relevant actions that you can take
  • Discussing reminders and ways for us to stay in touch with your counselor

About TrustPlus

TrustPlus is a service of Neighborhood Trust Financial Partners, a non-profit organization. For more than 20 years they have helped more than 60,000 people improve their credit scores, reduce their debt, and adopt smarter financial habits.

 

 

  • This field is for validation purposes and should be left unchanged.