Introduction to Personal Finance

A relaxed and informative session to help you gain confidence with your finances.

• One 1.5-hour session or two 45-minute meetings—your preference

• Overview of essential topics, including:

  • 401(k)s and IRAs

  • Budgeting Fundamentals

  • Credit Cards and Credit Scores

  • Student Loans & Debt Management

  • Short-term Saving and Long-term Investing

  • Understanding credit cards and credit scores

  • Managing student loans

• Opportunity to ask any personal finance questions

• One-month follow up access via email or phone for additional guidance