Mid-Year Financial Checkup

  • June 4, 2021
  • By: P.T. Phan

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.

Mid Year Hero
Mid Year Hero
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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.

Summertime

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.

Budgeting

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.

Credit Card

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

“GreenPath saved my family’s financial well-being. 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.” – SHAINA | BELLEVILLE, MI

91%

of people we counsel feel better prepared to handle their finances

107,997

total counseling services provided in 2020

89%

of people who have completed our Debt Management Plan (DMP) report improved spending habits

Source: GreenPath 2020 Post Counseling Survey; GreenPath 2019 Successful DMP

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.

1. How much does a financial health assessment cost?

There is no charge for a financial health assessment.

2. How long does a financial health assessment take?

The first session takes about 30 minutes. However, it will depend on your unique situation and what you need to accomplish your goals.

3. What will I need for my initial session?

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.

4. Will you keep my information confidential?

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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