Financial Coaching

Whether you’re a first-time homebuyer, or are already a homeowner, having a home is a big financial commitment. But you don’t have to go it alone. We provide one-on-one financial coaching to help you prepare for your next big step. Scroll down for more information.

We Can Help You With Financial Coaching

Are you saving for a home?
Looking to get ahead on your monthly bills?
Trying to tackle your student loans?

What is Financial Coaching? 

Financial coaching is personalized to your situation and your goals and helps you to see what you do really well, and where you can improve. We are here to help you learn how to manage your budget and achieve your financial goals.

Our Financial Coach will help you:

  • Review your credit report
  • Set financial goals
  • Create a budget
  • Determine your Road Map to Success
  • Create an Action Plan to achieve your goals

How to Schedule a Financial Coaching Session:

  1.  Send an email to or call (585) 327-4715.
  2. A counselor will follow-up to discuss further details on our low-cost counseling fee, time-commitment, and to determine if financial coaching is right for you!