Financial Counseling
Financial Haven has offers financial counseling sessions.
At your session, please have available basic information to organize and review during your session. Please have available a list of your current expenses such as rent/mortgage payment, utilities, grocery expense, cell/house phone bills, loan payment, credit card payments, and any other regular recurring bills.
Your host will be walking you through establishing a plan to organize income and expenses (bills, debt, etc.) Please gather any recent paystubs for you and/or your spouse so you can setup your plan while at the session. Also, if you have any credit card statements, that will be helpful to bring as well.
They will discuss your budget, debt to income, and spending habits. Your host will suggest a plan to assist you in managing your finances and reaching your financial goals. You will leave with a budgeting plan personalized to your needs.