We are no longer taking new clients for the Spring 2023 season. Appointments are only available for continuing clients. If you are interested in becoming a client in the summer, please email firstname.lastname@example.org
Do you need help making a budget?
Are you in debt? Do you need help building your credit score or understanding credit?
Helping you budget, tackle debt, and build credit are just a few of the many ways our Financial Coaches can help you. We understand meeting financial goals can be very challenging without the proper guidance or support. With individualized coaching, low-to-moderate income individuals can start their financial journey and reach their self-defined goals. Let us help you take control of your financial life!
What is Financial Coaching?
What services are offered?
Assistance building a budget
Provide you with resources for building/ maintaining a budget
Help you obtain your current credit score
Provide you with resources to help you better understand what influences your score, how to improve it, and how to use credit responsibly.
Assistance building a debt reduction plan that works within your budget to pay off your debt.
Provide guidance related to allocating a tax refund or paying off a tax liability properly.
Who will I be meeting with?
The VITA Financial Coaching Clinic is an educational program that attempts to provide a community service. Under the supervision of a Certified Financial Planner (CFP®), undergraduate and graduate finance students will represent you.
If you prepared your taxes with VITA and answered "Yes" when asked "We now offer free one-on-one financial coaching to help our clients with budgeting, reducing debt, and building credit. Are you interested?" or if you answered "Yes" when asked "Would you be interested in receiving financial literacy content from our financial coaches?", then you will receive an email or a phone call from a Financial Coach to get you set up with an appointment.