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Financial Wellness

Financial Wellness Counselors

We care about your financial wellness. That's why we've partnered with BALANCE to provide you with access to confidential, no-cost financial counseling services to help you develop a sensible budget for your financial life.

  • Budget plan
  • Money management
  • Debt repayment
  • Credit report review
  • Financial goal-setting
  • Identity theft solutions

Start Your Path

 

Free Financial Webinars 

August – Federal Student Aid with FAFSA

The Free Application for Federal Student Aid (FAFSA) is many students' ticket to financial assistance for college. This webinar covers important details such as how the FAFSA works, deadlines, and the application process. This webinar is geared towards a teen audience but parents are also welcome to attend!

Session 1: Tuesday, August 11, 2020

Time: 10:30 a.m. PT / 1:30 p.m. ET

Session 2: Thursday, August 20, 2020

Time: 5:30 p.m. PT / 8:30 p.m. ET

Register Now


Financial Wellness Checklist

1. Build an Emergency Savings (3 to 6 Months)

  • Open an account with us and take advantage of your member benefits
  • Determine how much you need in your savings account and by when
  • Use automated savings to pay yourself first!

2. Strengthen your Credit Score (FICO 720+)

3. Kick-off a Goals-Based Budget

4. Minimize Bad Debt (Credit Cards and Personal Loans)

5. Achieve Home Ownership

  • Contact us to discuss the Home Buying process
  • Call 888-456-2227 to speak with a certified financial counselor about how to prepare for home ownership
  • Or for online resources, visit amerfirst.balancepro.org

6. Tackle College Tuition (For You or Your Children)

  • It's never too soon to start saving for college with youth savings, Coverdell Education IRA solutions, and share certificate options
  • Determine how much you need for college and by when
  • Use automated savings to pay yourself first!
  • For other college savings options, like 529 Plans, speak with our Investment Advisor
  • Learn more about Student Loans

7. Prepare for Retirement and Your Future

8. Build Wealth and Gain Financial Freedom! (Be Debt Free)

  • For other options for your money, contact us
  • Call 888-456-2227 to speak with a certified financial counselor to assist you with wealth building advice
  • Or for online resources, visit amerfirst.balancepro.org
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