Financial Literacy Workshops

Building Financial Knowledge Through Community Learning

Our Financial Literacy Workshops provide structured, interactive education in a supportive group environment. These sessions go beyond basic financial concepts to address the real-world challenges faced by our participants.

The Financial Foundations Series

Our signature 8-week workshop series covers essential topics in a progressive, building-block approach:

• Week 1: Financial Goal Setting & Budgeting Basics
  Create meaningful financial goals and develop personalized spending plans that work in real life.
• Week 2: Banking Systems & Money Management
  Navigate banking options, understand account types, and manage cash flow effectively.
• Week 3: Credit Building & Repair
  Understand credit reports, learn strategies to build or rebuild credit, and address credit challenges.
• Week 4: Debt Management Strategies
  Develop actionable plans to reduce debt and avoid predatory lending traps.
• Week 5: Saving & Emergency Funds
  Build financial resilience through emergency savings and develop saving habits that stick.
• Week 6: Income Optimization
  Explore strategies to maximize income, understand benefits, and manage income volatility.
• Week 7: Consumer Protection & Financial Security
  Learn to identify scams, understand consumer rights, and protect financial information.
• Week 8: Long-Term Financial Planning
  Set the foundation for future goals like homeownership, education, and retirement.

Specialized Workshop Series

We also offer targeted workshops addressing the unique needs of specific communities:

• Veteran Financial Transition
  Navigate the financial challenges of moving from military to civilian life, including benefits management and career transition.
• Immigrant Financial Integration
  Learn to navigate the U.S. financial system, build credit from scratch, and manage cross-border finances.
• Financial Recovery After Setbacks
  Rebuild financial stability after job loss, medical emergencies, or other financial disruptions.
• Small Business Financial Fundamentals
  Develop essential financial skills for entrepreneurs and small business owners.

Workshop Approach

All workshops are:

• Accessible – Offered at convenient times and locations, including evenings and weekends
• Practical – Focused on real-world application rather than theory
• Supportive – Creating a judgment-free environment for learning
• Interactive – Engaging participants through activities and discussion
• Free of Charge – No cost barriers to participation

[Register for an Upcoming Workshop →]

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Program 2

One-on-One Financial Counseling

Personalized Guidance for Your Financial Journey

Our confidential, one-on-one financial counseling provides individualized support to address specific financial challenges and develop personalized strategies for financial recovery and growth.

Our Counseling Process

1. Comprehensive Financial Assessment (90 minutes)

We begin with a thorough review of your current financial situation, including:

• Income and expenses
• Debt and credit status
• Banking relationships
• Financial goals and challenges
• Available resources and benefits

2. Personalized Financial Action Plan

Following your assessment, we develop a customized plan that includes:

• Immediate action steps for urgent issues
• Short-term goals with specific timelines
• Long-term strategy development
• Resource connections and referrals
• Specific tools and techniques tailored to your situation

3. Implementation Support (60-minute sessions)

Regular follow-up sessions provide accountability and ongoing guidance:

• Monthly meetings to review progress
• Strategy adjustments as needed
• Skill development and education
• Celebration of milestones and achievements
• Gradual transition to financial independence

Areas of Counseling Support

Our certified financial counselors provide guidance in:

• Budget Development & Management
  Create sustainable spending plans that align with your values and goals.
• Debt Resolution Strategies
  Navigate options for managing and reducing debt, including negotiation with creditors.
• Credit Building & Repair
  Understand and improve your credit profile through strategic actions.
• Banking & Financial Services Access
  Connect with appropriate financial institutions and products for your needs.
• Benefits Navigation
  Understand and access public benefits and support programs you may qualify for.
• Financial Crisis Intervention
  Develop immediate action plans for urgent financial situations.

Our counseling services are provided free of charge for those meeting income eligibility requirements, with sliding-scale fees available for others. All counseling sessions are completely confidential and focused on your unique financial needs.

[Schedule a Counseling Session →]

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Program 3

Community Outreach

Meeting People Where They Are

Our Community Outreach initiatives bring financial education directly to the places where people live, work, worship, and gather. By partnering with trusted community organizations, we reach those who might otherwise not have access to financial education resources.

Outreach Approaches

Financial Resource Fairs

We organize and participate in community events that connect people with financial resources, including:

• Free credit report access and review
• Banking relationship opportunities
• Financial education materials
• Benefit screening and enrollment
• Connections to additional community resources

Mobile Financial Education

Our mobile education program brings workshops and resources to:

• Community centers
• Libraries
• Places of worship
• Veterans’ organizations
• Residential facilities
• Schools and colleges
• Workplaces

Partner Organization Training

We equip staff at partner organizations with financial education tools:

• Train-the-trainer programs
• Resource materials for client support
• Referral systems for financial counseling
• Technical assistance for program development

Digital Outreach

We extend our reach through accessible online resources:

• Virtual workshops and webinars
• Social media financial education
• Email education series
• Downloadable financial tools and guides

Community Partnerships

Our outreach efforts are strengthened through collaboration with:

• Veterans service organizations
• Immigrant resource centers
• Faith communities
• Social service agencies
• Healthcare providers
• Educational institutions
• Housing organizations
• Employment programs

Through these partnerships, we create trusted pathways for community members to access financial education and support in environments where they already feel comfortable and connected.

[Partner With Us →]

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Program 4

Educational Resources

Tools for Financial Empowerment

We develop and distribute financial education resources designed specifically for our target communities. These materials bridge knowledge gaps and provide practical tools for improving financial wellbeing.

Resource Library

Our growing library of educational resources includes:

Print Materials

• Financial Foundations Workbook – Comprehensive guide to basic financial management
• Quick Reference Guides – Topic-specific handouts on key financial concepts
• Action Planners – Step-by-step worksheets for specific financial goals
• Community Resource Directories – Connections to additional support services

Digital Resources

• Interactive Budgeting Tools – Customizable spreadsheets and calculators
• Video Tutorials – Short, focused explanations of key financial concepts
• Podcast Series – In-depth discussions of financial topics and success stories
• Mobile-Friendly Guides – Accessible information optimized for smartphones

Specialized Resource Collections

• Veteran Financial Transition Kit
  Resources specifically addressing the financial aspects of military-to-civilian transition.
• New American Financial Guide
  Multi-language materials explaining the U.S. financial system for immigrant communities.
• Financial Recovery Toolkit
  Step-by-step guides for rebuilding financial stability after setbacks.
• Youth Financial Education Materials
  Age-appropriate resources for teaching children and teens about money management.

Culturally Responsive Approach

Our materials are:

• Available in multiple languages
• Designed with cultural context in mind
• Inclusive in representation and examples
• Accessible for various literacy levels
• Free from financial jargon and complexity

Distribution Methods

We make our resources available through:

• Workshop participation
• Counseling sessions
• Community partner organizations
• Online downloads
• Public libraries
• Mobile resource distributions
• Email subscription series

All educational materials are provided free of charge and updated regularly to reflect current financial information and best practices.

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Ready to Take the Next Step?

Whether you’re seeking financial education for yourself or looking to support our mission, we’re here to help.