Financial Coaching

A financial coaching session is always tailored to your needs and goals. We can provide information, support, and problem solving. Talking about money can be hard, but we’re here to make it less stressful. You can schedule as many as you want to. Some clients meet with us for a few weeks and some clients work with us for over a year.

We can meet with you if:

• You live in Hampshire county, Franklin county, and the North Quabbin
• Your income is at or below 200% of the Federal Poverty Level

The first step is to complete an intake appointment. These appointments are in person and take about an hour. We will help you through the enrollment forms and talk about your goals for financial coaching.

We will be re-opening our waitlist for financial coaching in spring, 2025.

After your intake appointment we will schedule a first financial coaching session. This will be a chance for us to talk more about what you want to work on and how we can help. Our appointments are client-lead. This means we don’t set the agenda, you do! Come to your first session with a question or goal to work on.

Save Up Summer is an incentivized savings program for people in Franklin County. You make a monthly savings goal, receive one-on-one financial counseling, and attend group workshops. Save Up Summer runs July-October with a cohort of 10 participants.

When you complete the sessions and meet your goal, receive $400 deposited into a savings account.

You are eligible for Save Up Summer if you:

• Are over 18
• Live in Franklin or Hampshire County
• Have income below 200% of the Federal Poverty Level ($2,430 monthly for one person)
• Have an existing bank account

Visit this website in spring for 2025 program information!