Road Trip: Mastering The Strategic Process Of Action Planning

Road Trip: Mastering The Strategic Process Of Action Planning

Denise Keiser AFC®, Counseling Programs Manager

People seek financial counseling because they want things to be different in their financial lives. They are looking for change like relief from surmounting debt, less financial stress, or they have important financial goals to reach like buying a home or saving for retirement. Regardless of the individual’s reason, the counseling process is the same. The process starts with…

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Jen Martin, Director of Partner Relations

In the first article in this series, we discussed how searching for the perfect financial fitness partner is like dating. Then in part two, we reviewed that every great partnership requires commitment (similar to a marriage), goal alignment, and working together. In part three, we will talk about how relationships change or adapt over time…

Debt Management Plans

Debt Management Plans

By: Denise Keiser AFC®, Counseling Programs Manager

Getting out of debt for many people is like losing weight. As easy as it was to rack-up, just like those few extra pounds, it now seems overwhelming to clear up. Most don’t know where to begin. If they do, they may lack the motivation to start. Turning to a…

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