Overview
Designed for participants that want to develop the necessary skills to understand their personal spending habits, create and stick to a budget, develop a realistic savings plan, and analyze & improve credit score, plan for life events such as retirement or children, or want to make large purchases in the near future.
Below is an example of the content in this program:
- Week 1: Discuss goals and develop an action plan.
- Week 2: Deep dive into spending habits and budget creation.
- Week 3: Discuss progress and set backs.
- Week 4: Review savings goals.
- Week 5: Develop savings and emergency savings plans and reexamine goals if necessary.
- Week 6: Discuss progress and set backs.
- Week 7: Discuss debt management.
- Week 8: Develop a debt management plan.
- Week 9: Discuss progress and setbacks and reassess goals.
- Week 10: Discuss credit report/credit score.
- Week 11: Develop 90 and 180-day plans to improve credit score.
- Week 12: Discuss overall progress and next steps.