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Programs & Services

How do I sign up for your services?

It’s easy! Just click on the button below to get started, then follow these steps:
 

  1. Complete a profile before registering for an appointment. We may not be able to schedule your appointment until your profile is complete, so be sure to fill in everything.
     
  2. We'll send an email after you complete your profile, usually within one business day, to let you know you can schedule your 15-minute intake call. Then, log in your account to select a day/time that works for you. 
     
  3. During your 15-minute intake call, we'll discuss your financial goals. By the end of that call, you’ll select a day/time for your virtual counseling appointment and know which counselor with whom you’ll meet.

Be sure to follow any instructions your intake counselor sends to you via email and come to your next appointment ready to take control of your financial future.
 

GET STARTED


If you’ve already been working with a counselor, just contact them about getting a next appointment scheduled.

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