Mid-Year Financial Checkup
Boost Your Financial Wellness
with a Mid-Year Checkup
It’s time for a financial temperature check!
Review your current goals and explore ways to improve your financial health with a non-profit financial wellness counselor.
This Summer, Keep Your Financial Goals on Track
As things start to open back up and eagerly awaited vacation days are being planned, the summer is also a great time to check in on the goals you set for yourself at the start of the year.
Just as an annual physical can be important for your health or a regular oil change can extend the life of your car, a "financial health check" is a great way to boost your financial wellness.
Manage Income and Expenses
Get a better understanding of your income and expenses and set a plan for your spending to help you keep your finances on track and start saving for future goals.
Pay Down Debt
Explore options to help you pay down credit card debt as well as options for managing other debts that may be on the horizon – such as expiring forbearances on mortgages or student loan payments.
Improve Your Credit
Looking to take out a mortgage or make another large purchase in the near future? Review your current credit report to see where you stand, and get tips on how you can improve your score moving forward.
HOW GREENPATH HELPS
People have turned to GreenPath, a national nonprofit, for nearly 60 years as their guide through financial crisis: overwhelming debt, foreclosure, bankruptcy, or credit challenges.
percent of people we counsel feel better prepared to handle their finances
total counseling services provided in 2020
percent of people who have completed our Debt Management Plan (DMP) report improved spending habits
SOURCE: GREENPATH 2020 POST COUNSELING SURVEY; GREENPATH 2019 SUCCESSFUL DMP SURVEY
Frequently Asked Questions
Schedule Your Financial Wellness Checkup Today
From an overall budget review to managing credit card debt, the caring, NFCC-certified counselors at GreenPath will conduct a full review of your current financial situation and provide recommended next steps for improving your financial health.