Ascension Financial Services
Personal Financial Counseling
Minneapolis, MN, 55402
Distance: 0 Miles
(612) 656-8006
admin@ascensionfinancialservices.com
https://ascensionfinancialservices.com/services
Service Details
Description
Financial management counselors take a look at your personal finance information, help to create a plan to pay off debt or keep on top of bills and provide retirement planning information.
Additional Information
Offers the financial management program Money Score.
The program is currently offered online, with the possibility of in-person workshops in the future.
Money Score is a 90-day commitment that helps individuals and families achieve a personal financial goal over the course of 90 days.
To achieve this, there is a 4-stage process:
1. Vision - where do you want to be one year from now?
2. Reality - where are you now?
3. Execute
4. Legacy
The program is equal parts education and implementation. Participants will identify money habits and evaluate if they are moving toward their vision or away from it.
Participants complete online lessons and assignments and have scheduled 1:1 online 55-minute calls with a financial advisor, a total of 9 meetings.
Features
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Area Served by County
- Anoka County
- Carver County
- Dakota County
- Hennepin County
- Ramsey County
- Scott County
- Washington County
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Specialization
- People with low income
Eligibility
* Minnesota resident
* 18 years or older
* High school diploma or equivalent
* Be unemployed or underemployed
- Underemployed includes employed residents with wages or positions below their education/training level
* And either:
- A member of an underrepresented community in their profession (ie: people of color, women and persons with disabilities)
- Have a household income of 50% Area Median Income
Application Instructions
Call for more information or to apply.
Fees
Sliding fee-scale based on income.
Area Served
Statewide
Websites
Phone Numbers
| Type | Number | Hours |
|---|---|---|
| Main | (612) 656-8006 |
Last Update
11/21/2024
Other Locations
This provider does not offer this service at other locations.
Other Services or resources
This provider does not offer other services or resources at this location.
Taxonomy Terms Used: Clicking a taxonomy term from the list below launches a new search.
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DM-6500Personal Financial Counseling Definition
Programs that help people who are having difficulty paying their monthly bills gain control of their finances. The process generally involves analysis of the individual's income, expenses, debts, taxes and other factors to create a personal financial assessment; development of a budget for basic living expenses; and agreement on a short-term plan for repayment of creditors which may include debt consolidation or other strategies and a longer term plan for realizing personal financial goals.