Financial, Credit, and Medicare Counseling

CSSBudget & Credit Coaching

Are you facing financial difficulties? Do you have credit or debt problems?  Sign up for a remote session with the Financial Coaching Corps (FCC) of the Community Service Society. Learn how to improve your credit, manage your debt, find resources in a financial crisis, and make progress toward your financial goals.  To make your appointment, click here.

 

 Financial Counseling by Phone

In this financially difficult time, our counselors are now available by phone. Make a 30-minute appointment to speak with them about your current financial situation, including general money management, budgeting, saving, banking, retirement planning, and more. Come prepared with your question. This appointment is for a specific date and time; the counselor will contact you as the appointment approaches, and call you at the appointed time. To make your appointment, click here.

 

Logo Financial Planning Association of  Metro NY Chapter Financial Counseling via Zoom with a Certified Financial Planner®️ 

Are you facing financial difficulties? Do you have credit or debt problems? Learn how to improve your credit, manage your debt, find resources in a financial crisis, and make progress toward your financial goals.

This is a 2 Step Process.

Step 1) Click on the following link to Review, Sign and Submit the FPA Letter of Engagement for Pro Bono Financial Services

CLICK HERE

Step 2) After successfully completing the above Letter of Engagement, you will receive an email with a link to book your 30-minute appointment with a Certified Financial Planner®️

Once you have booked your appointment for a specific date and time, you will receive a system-generated confirmation. Prior to your appointment, you will receive a Google calendar invite with a link to your Zoom meeting with a Certified Financial Planner®️

Tips for your meeting: Your planner is available to discuss your financial matters and questions;  such as retirement planning, saving, banking, budgeting, general money management, investments, and more. Please prepare your questions in advance; the time goes by quickly.

 

Medicare Counseling

Do you have questions about Medicare, such as enrollment, coverage, prescription drug plans, or cost?  Make an appointment to speak to a Medicare counselor by phone. Provided in conjunction with the New York City Department of the Aging, Health Insurance Information Counseling and Assistance Program (HIICAP). To make your appointment, click here.