FAQ’s

Q: What services does your organization offer? A: Our organization offers a wide range of financial counseling and consulting services, including budgeting and debt management, credit counseling, retirement planning, and investment advice.

Q: How can I schedule an appointment with a financial counselor? A: You can schedule an appointment with one of our financial counselors by visiting our website and filling out the online form or by calling our office during business hours.

Q: Are your services free or do you charge a fee? A: We do charge a fee for our services, but we also offer a sliding fee scale based on income and financial circumstances.

Q: Do you offer services for those who are facing financial hardship? A: Yes, we have special programs and services for individuals and families facing financial hardship, including debt and foreclosure prevention.

Q: Are your financial counselors certified or licensed? A: All of our financial counselors are certified and licensed by relevant financial organizations.

Q: Can you help me create a budget or plan for paying off my debts? A: Yes, our financial counselors can work with you to create a budget and a plan for paying off your debts.

Q: Can you help me improve my credit score? A: Yes, our financial counselors can provide you with credit counseling and advice on how to improve your credit score.

Q: Can you provide me with investment advice? A: Yes, our financial counselors can provide you with investment advice and help you create an investment plan that aligns with your financial goals.

Q: What services does your organization offer? A: Our organization provides financial counseling and consulting services to individuals and families. This includes budgeting and debt management, retirement planning, investment advice, and assistance with tax preparation.

Q: How much do your services cost? A: Our fees vary depending on the specific service being provided. We offer both one-time consultation services and ongoing financial planning packages. During the initial consultation, we will provide an estimate of costs based on your individual needs.

Q: How do I know if I need financial counseling or consulting services? A: If you are struggling with debt, having trouble making ends meet, or are unsure about how to plan for your financial future, then financial counseling and consulting services may be beneficial for you. Our counselors can help you identify areas of concern and develop a plan to improve your financial situation.

Q: Can you help me with my taxes? A: Yes, we offer assistance with tax preparation for individuals and families. Our tax professionals can help you understand your tax obligations and ensure that you take advantage of all available deductions and credits.

Q: How do I schedule an appointment? A: You can schedule an appointment by calling our office or by visiting our website and filling out the contact form. We will then contact you to confirm the appointment date and time.

Q: Do you provide online counseling? A: Yes, we offer online counseling and consulting services for your convenience. This can be done through video call, phone call or email.

Follow by Email
Facebook
LinkedIn
Instagram