Financial Counseling & Education

Today Could Change Everything: What Financial Counseling and Education Means for You

Every day you make financial decisions that affect your life including where and how you spend your money, if you use credit cards, if you pay your rent, mortgage and bills on time. If some of the financial choices you have made are now causing you concern, LifeSpan can help whether your worries are simple or complex. Every day we work with people who come to us with questions as basic as “How can I create a budget I can live with” to the more complex, “How can I save my house from foreclosure?” So whether you have a serious financial problem or just want to make sure you are on the right track, our experienced financial coaches will help you see your options, sort through confusing jargon and create realistic action plans that fit your needs and goals.

We are conveniently located in Hamilton, where you can meet with a financial coach. Or you can talk to a coach over the phone. If you are ready to take the first step, let’s work together to make positive changes.

In less than 15 minutes you can better understand your financial situation, areas in which you can improve and steps you can take in the future to better your financial state. Tell us a little about your finances by completing the My Money Checkup, a simple survey regarding your complete financial condition. Results are completely confidential and are not sent to any agency or organization.

Learn the Basics – a five-minute online introduction to basic budgeting to get you started.

“I enjoy learning skills to help make my financial life better!”
~financial coaching client

Get Started With This Financial Form

Worksheet

Q&A

Who should see a financial coach?

Those…

who want to have better control of their finances
living paycheck to paycheck
with ever increasing balances on their credit cards
who struggle to make even the minimum payment on their credit cards
experiencing a life-changing event such as marriage, divorce, birth of a child, new job or job loss
transitioning into retirement

What happens in a coaching session?

First, you will discuss your goals with your financial coach. Then the two of you will work together on an action plan that will lead to you achieving those goals by reviewing your entire financial picture: Income and Expenses; Assets and Liabilities; and a review of your credit report.

Why should I fill out the worksheet?

We want to hear from you. If you are hesitant to fill out the entire application at this time, just fill out the general information and send it to us. We will contact you. The worksheet is just that: a tool that gives your financial coach necessary information in order to understand your full financial picture. It is also a starting place for you. Much of this is information you will need to have available for your appointment in order to have a successful meeting with your coach.

Steering for Success

Workplace Financial Wellness

Student Loan Counseling

Financial Counseling and Education Manager

Mary Day

Mary applies her passion for empowering others to leading and engaging her team of skilled financial counselors and educators in our mission to strengthen families and individuals who seek to improve the quality of their lives. As a seasoned advocate for older individuals, Mary leads AARP’s BankSafe initiative in Ohio, partnering with financial institutions to equip frontline staff to prevent senior financial exploitation and scams. In her spare time, she enjoys volunteering for local animal rescue organizations as a foster “parent”.

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Financial Counseling & Education