Bookstein Institute

Free One-on-One Financial Coaching

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. 

How can I make an appointment?

To make an appointment please click on the following link: Financial Coaching Calendar

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. 

You may also set an appointment by clicking the link above or email us at 

What else can you help me with?

Here is a full list of the services we offer:

  • Creating a strategy to repay debt as efficiently and realistically as possible.
  • Explaining what credit is, how it is calculated, and how you can use it as a tool.
  • Create a plan for rebuilding your credit score.
  • Creating a budget personalized to your needs. Budgets allow you to spend money guilt-free, knowing your necessities and savings goals are taken care of first!
  • Organize or set up your banking so that you have your money in the proper accounts.
  • Make specific savings plans, which will be incorporated into your budget, so you can reach your financial goals (i.e. saving up for a car, house, vacation, or education).
  • Talk about how you feel around money, including past experiences, to improve your relationship with money. 

Learn More - Financial Coaching Topic Videos

More Information