Every day, our Certified Financial Counselors help people make positive financial changes. This free and confidential service is available to all Direct Financial members. It is designed to help you strengthen your financial situation.
We offer three counseling tracks:
|WHO IT'S FOR||HOW WE HELP||Alert Me|
|GROWTH||You have a specific financial goal you're looking to achieve.||We help you develop a plan and connect with the resources that can help you make it happen.|
|PREVENTATIVE||You are experiencing financial pressures, such as reduced income, unanticipated expenses, or spiraling debt.||We help you assess your current financial status and make the changes needed to avert larger problems.|
|CRISIS||You are facing serious financial troubles such as excessive debt or bankruptcy.||We help you take concrete actions to regain control of your finances and start moving in a positive direction.|
We help you master the fundamentals of your finances, so you have more control over your money and can put it to work for you. We offer:
Budget Counseling: we’ll look at your cash flow and set up a budget and spending plan targeted toward specific financial goals
Credit Counseling: we’ll review your credit report in detail and make a plan to improve your credit score
Debt Counseling: we’ll look at all of your debts and identify opportunities to restructure them to help you reach your goals faster
Direct Financial believes that everyone should have the knowledge and skills they need to manage their money wisely. That’s why we offer free financial education quick tips!
In this video, learn the common tricks of identity thieves.
In this video, learn how to build a budget.