Is There a Financial Counselor Near Me?

If you’re one of the many people asking, “Is there a financial counselor near me?” there’s an answer: the National Financial Educators Council has a nationwide network of Certified Personal Financial Wellness Consultants. This financial counselor team is highly-trained and qualified through a stringent program and members demonstrate a commitment to helping others. NFEC Financial Coaches offer education and guidance; clarify your entire personal finance situation and future requirements; and help you set priorities to move toward financial security.

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NFEC Financial Coaches Meet Strict Qualifications and Standards

Although just about anybody can call themselves financial counselors, for individuals seeking a ‘financial counselor near me’ who is truly qualified, an NFEC-certified financial counselor is the best option. Powerful standards for education, background, proven experience, and performance lie behind the NFEC requirements for certification, ensuring your security and trust in the counselor’s ability.

Principles from four industries are incorporated in the NFEC Financial Coach training: education, consumer and financial protection, psychology, and counseling. Those industries were consulted because financial counselors must address sensitive issues regarding clients’ money. They uncover clients’ unique goals and tailor education, support, and accountability to meet each individual’s needs.

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What Services are Offered by Free Financial Counseling Near Me?

The typical financial counselor will just talk with you. NFEC counselors are different – through their financial coaching businesses they offer a wide scope of services to help you increase your financial health. We know this is true because we performed an in-depth comparison. We did a Google search using the keyword ‘financial counseling’ and turned up 137 sites in the top 50 results pages. Out of those, 26 had pricing and packaging data that were easy to find on the site. The top offering was “talk with the counselor.” After that came education; and just a few offered custom personal financial plans. Only two of the 26 offered adjustments to those plans when new data became available.

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First Step in Financial Counseling: Discovery

The first step in the NFEC financial counseling process involves a deep dive into your personal finances at a discovery/analysis meeting. Consider Paula’s case: she recently was asking, “Once I locate a financial counselor near me, what’s next?” At their initial meeting, Paula brought all her financial accounts and documents for the counselor to review – bank statements, asset/liability reports, debt information, credit profile, insurance policies, and pay stubs. Then the financial counselor gave Paula a detailed personal finance plan tailored just for her.

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Second Step in Financial Counseling Near Me: Education

After Paula had received her personal plan, she learned that she and her financial counselor would then go into the next phase – education, strategy, and prioritized action. They held regular meetings and the counselor helped Paula track her progress through a financial counseling website. The financial counselor gave Paula excellent financial education materials to study and supported the action steps she was taking using accountability features. The counselor stayed up-to-date on whenever something changed in Paula’s life or she reached a milestone, in order to recommend adjustments to the plan as needed.

Third Step in Financial Counseling: Maintenance

In time Paula reached a point where she felt confident to continue pursuing her personal finance goals on her own. “I’m sure glad I found a financial counselor near me,” she thought. At this stage, Paula’s relationship with her financial counselor transitioned into maintenance. The counselor remained on call for whenever Paula needed a little added support to make a key life decision.

Discover Free Financial Counseling Near Me with Access to Niche Expertise

There are free financial counseling programs in various regions around the US, including Pittsburgh. But through the NFEC’s network, you’ll find a financial counselor near me who is expert in certain areas. But if you require access to additional expertise, your counselor also has an inroad to consult with professionals in other fields that may be relevant to your specific need. For example, you might be considering starting an entrepreneurial endeavor – the NFEC can offer an expert in that niche. You might need assistance to choose a retirement plan – the NFEC has an expert there too. And every professional on this team is entirely independent; they will never market or try to sell you products.

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