One-on-One Financial Counseling

At BuildingBlocs, we understand that everyone's financial situation is unique. That's why we offer personalized One-on-One Financial Counseling sessions tailored to meet your specific needs. Whether you're a veteran, part of an underprivileged community, or simply seeking expert financial advice, our personalized sessions are designed to help you achieve financial stability and independence.

Counseling Overview

Personalized Financial Assessments:

Each counseling session begins with a comprehensive financial assessment. Our financial counselors work closely with you to understand your current financial situation, including income, debts, expenses, and financial goals. This detailed assessment serves as the foundation for creating a personalized financial plan.

Tailored Financial Plans:

Based on the initial assessment, we develop a customized financial plan tailored to your specific circumstances. This plan may include strategies for budgeting, debt repayment, savings, and future financial planning. Our goal is to provide you with a roadmap that leads to financial clarity and success.

Counseling Process:

• Intake Session:
  
  • Purpose: Gather detailed financial information and establish financial goals.
  • Duration: Approximately 30 minutes. 
  • Online form for your convenience

• Personalized Budgeting:
  
  • Create a manageable and realistic budget tailored to your financial situation.
  • Cutting-edge financial planning software and tools.
  • A personalized budget that aligns with your financial goals.

• Follow-up: You will call us 72 hours later and provide your identifiers

• Our financial counselors will review your plan with you 
• Purpose: This is the point to make any updates now that you have a clear vision and understanding of your finances.
• Outcome: A clear understanding of your financial landscape.
• Completion: We email you a copy for you broken into months with guidance

• Follow-Up and Adjustments:
  
  • Frequency: Monthly or quarterly, based on your preference and needs.
  • Purpose: Review progress, reassess financial goals, and make necessary adjustments to the plan.
  • Outcome: Sustained support and adjustments to ensure long-term financial health.

Special Features:

• Confidentiality and Trust: Your financial privacy is paramount. All sessions are conducted in a confidential setting to ensure your information is secure.

• Expert Counselors: Our team consists of experienced financial professionals who are passionate about helping individuals navigate their financial journeys.

• GOAL: We education other NFP's staff to incorporate financial check up as part of their current services - stream lining the process and allowing clients to foster a relationship with one person.

• Flexible Scheduling: We offer flexible appointment times, including evenings and weekends, to accommodate your busy schedule.

How to Get Started:

• Contact Us: Reach out to us at info@buildingblocs.org to schedule your initial consultation.

• Preparation: Before your first session, gather financial documents such as income statements, expense lists, debt summaries, and any relevant financial goals.

• Our Synergy AI has been trained to take voice recordings, feel free to use your phone create 1 voice memo and email or text that to us (845)-600-9767. 

• That can be used to formulate a basic plan, meeting with our consular we can add updated data you provide - This method we find to be easier for our demographic

• Engagement: Attend your scheduled sessions and actively participate in the development of your financial plan.

Take the first step towards financial freedom with BuildingBlocs One-on-One Financial Counseling. Let us help you navigate the complexities of personal finance with a tailored approach that meets your individual needs. 

Schedule your consultation today and start on the path to a more secure financial future.

This comprehensive webpage provides all necessary details about the One-on-One Financial Counseling services offered by BuildingBlocs, highlighting the personalized approach, process, and steps to engage, ensuring potential clients have all the information they need to make an informed decision.