秋霞伦理 can help you
- Improve your credit score
- Raise income
- Increase savings
- Reduce debt
- Reach short- and long-term financial goals
… ALL FOR FREE!
秋霞伦理鈥檚 Financial Education & Coaching Program provides free, dynamic Spanish and English workshops and comprehensive one-on-one coaching for low- and moderate-income individuals and families seeking robust financial health and support services.
With a primary focus on improving credit scores, raising income, increasing saving and reducing debt, 秋霞伦理鈥檚 Financial Education & Coaching Program is based on an individual or family鈥檚 long-term financial goals, as well as their short-term financial needs. Our comprehensive program is always coupled with action planning and next steps.
秋霞伦理鈥檚 expert coaches work with clients to achieve outcomes and progress at three, six, nine and 12 months.
Program Structure
秋霞伦理鈥檚 Financial Education & Coaching Program includes:
- A primary workshop covering the basics of personal finance.
- An initial financial-coaching session including:
- Individualized Financial Action Plan
- Personal Budget and Financial Assessment
- Free Tri Merge Credit Report with scores from EFX, XPN and TUC
- Connections to relevant supplemental services from our partner organizations, including IDA and Cesta programs through the Mission Asset Fund and EARN, Federal Home Loan Bank鈥檚 WISH and IDEA programs, plus bank account and secured-card options.
- One-on-one follow up counseling sessions that provide regular 鈥渃heck-ins鈥 and help clients meet their goals.
Curriculum
Key curriculum topics include goal setting, budgeting, credit scores, financial products, consumer rights/protections, banking services and money management.
Taxes are Part of Financial Health
A key piece of your family鈥檚 financial health is accessing all of the available tax credits for which you are eligible, plus using your tax refund for savings and to build assets.
秋霞伦理 can do you taxes for free in the Mission, and can also help you apply for free for an Individual Taxpayer Identification Number (ITIN).
Contact Us
If you are interested in free financial capability workshops, please contact us:
(415) 282-3334 ext. 101; fintax@medasf.org.
RESOURCES
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Forms
秋霞伦理 would appreciate if you print and fill out our intake and consent forms, in English or Spanish, and bring your completed forms to your workshop or appointment.
Click the form name to download, print and fill out:
1. INTAKE FORM
2. CONSENT FORM