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 E penses

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

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

Improve Your Credit

Looking to take out a mortgage or make another large purchase in the near futureReview your current credit report to see where you stand, and get tips on how you can improve your score moving forward.  


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


Frequently Asked Questions

There is no charge for a financial health assessment.
The first session takes about 30 minutes. However, it will depend on your unique situation and what you need to accomplish your goals.
One of the first things a counselor will do with you is put together your budget. Having an idea of your income and expenses is helpful.
All client information is secure and confidential. GreenPath will not share your information with anyone without your permission. We also do not report to credit bureaus.

Client Stories

GreenPath saved my family’s financial wellbeing. If we didn’t take advantage of the opportunity to utilize their debt management program, our financial stability and where we are today would not be possible. We have since paid off all of our debts and purchased a new home for our growing family.


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.