Client-driven process that provides framework for setting goals, assessment, action planning, and accountability. Individual sessions are aimed at helping participants focus on behaviors to achieve self-defined financial goals. The focus is to achieve client-determined goals and long-term outcomes through behavior change. Coaches serve as facilitators, motivators, and supporters!
Practitioner-driven process that provides the framework to educate, offer expertise and advice, and feedback. Counseling sessions are aimed at providing specific information and guidance intended to resolve a defined event or problem, typically through a set process. The focus is to address specific issues through knowledge transfer and skill development. Counselors serve as teachers and advisors.
What types of goals can I set?
Goals can be simple as...
To more advanced goals...
Becoming credit-worthy to purchase a car
Understanding student loan debts
Planning for a healthy retirement
Set up an appointment with a FinCap Counselor today!!
Contact Keith Davis, NHS FinCap Counselor, by email or at 216.458.4663 to schedule an appointment Monday-Friday, 8:30am - 5pm or download an application here.
Get a copy of the FinCap Program brochure here.