Year End Financial Checkup

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Is A Year-End Financial Checkup on Your Wish List?

Rising prices can take a bite out of our budgets. Review your current goals and explore ways to improve your financial health with a non-profit financial wellness counselor.

Keep Your Financial Goal on Track

Set yourself up for success in the months ahead, even in the face of uncertain economic times.

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.

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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. 

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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. 

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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.  

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Frequently Asked Questions

There is no cost. A financial checkup is free.

No, an appointment is not necessary. GreenPath professionals are standing by to serve you by phone. Speak to a counselor today 844-572-5921.

Debt Management Program set up fees and monthly fees vary based on your state of residence and debt amount. On average, GreenPath clients are charged a one-time enrollment fee of $35 and a $28 monthly fee. This is minimal considering the amount of money our clients typically save in waived late fees, waived over limit fees, and reduced credit card interest charges.

Yes, absolutely. We do not report information to the credit bureaus. And we will not share your information with anyone without your permission. If you begin a debt management program, we will obtain your consent before we propose payment arrangements to your creditors.

“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.”

– Shaina | Belleville, Michigan

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 Survey

Take Control of Your Financial Health

Get started with a caring, NFCC Certified Financial Wellness Expert to get clear next steps for improving your financial health.  Call 844-572-5921 or fill out the form below.

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