Financial Coaching

One-on-One Financial Coaching

Saving for a home?
Trying to tackle your student loans?
Interested in getting ahead of your monthly bills?

We can help!

What is Financial Coaching?

Financial coaching takes a holistic and individualized perspective of each client. The ultimate goal of coaching is that clients become more capable of managing their finances in the marketplace. Coaching helps clients to realize what they do well, and how to improve what they want to do better.

Our Financial Coach will help you:

• Review your credit report
• Set SMART goals
• Create an Action Plan to achieve your goals
• Create a budget
• Determine a Road Map to Success
• Update your Action Plan

Crisis Budgeting Workshop 2020

Join HomeOwnership Director, Nancy Gilman, for this free online workshop where she will provide financial guidance on how you can pull together your own budget, and assess and reduce your expenditures.

Our Financial Coach

Nancy Gilman is certified in credit counseling, financial health counseling, and pre- and post-purchase counseling so that she can help people look at the big picture and make informed decisions based on their individual or family needs. Her goal is to make sure that Vermonters have the knowledge, education, and tools to meet whatever financial goals they may have, even if it is not homeownership.

How do I sign up
for Financial Coaching?

We offer free one-on-one financial coaching to graduates of Homebuyer Education.

Even if your short-term goal is not homeownership, coaching is still available for $25 plus credit report fee and will give you an essential overview of budgeting and financial wellness.

Sign up for a Homebuyer Education Class today or for just a financial coaching appointment, call our office at 802-438-2303.

Find more resources and tips on our blog:

Contact NeighborWorks

Are you interested in talking with a NeighborWorks of Western Vermont representative about our classes? Contact us to find out which class is appropriate for you.