Services & Programs

Financial Literacy & Credit Coaching/Counseling

Financial Capability Counseling/Coaching helps clients stabilize their finances, rebuild credit, and establish savings.

Morningstar, through financial capability counseling/coaching, offers regular 1:1 sessions with clients to help develop financial goals. These sessions help the client track spending, plan ahead, save for the future, and demonstrate the ability to cover monthly expenses with income. The coach also helps the client select and manage financial products and services, rebuild credit, and gain financial knowledge.

Our classes are led by an instructor with a computer-based curriculum designed for all levels, from students to seniors.