Q: Can I talk to a financial counselor for free?

Yes – GreenPath’s certified financial counselors offer free, confidential sessions to help you review your finances and create a personalized plan. Some of our specialized services for reverse mortgage and home-buyer assistance have a fee.

Question 1

Can I talk to a financial counselor for free?

Accepted Answer

Yes &#8211; GreenPath&#8217;s certified financial counselors offer free, confidential sessions to help you review your finances and create a personalized plan. Some of our specialized services for reverse mortgage and home-buyer assistance have a fee.

Question 2

How long does a financial counseling session take?

Accepted Answer

Your first financial counseling session typically lasts about an hour, though the exact time depends on your situation and the goals you’d like to work toward.

Question 3

Do I need to make an appointment?

Accepted Answer

No appointment is needed to talk to a counselor by phone.

Question 4

What if I don't have time for a counseling session now?

Accepted Answer

No problem! We can complete as much you have time for, and finish up at a more convenient time. You can also schedule an appointmentschedule and appointment to be called when you will be available.

Question 5

What do I need for my initial session?

Accepted Answer

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. If you have billing statements handy, even better!

Question 6

Will you keep my information confidential?

Accepted Answer

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.

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