Financial Education and Counseling Providers

 Financial Counseling

  • American Financial Solutions
    Learn more>
  • Apprisen
    Learn more>
  • Clearpoint Credit Counseling Solutions
    Learn more>
  • Hopelink
    Donna O’Connor, CFPB Financial Coach
    doconnor@hope-ling.org or 425.499.2462
  • Solid Ground – Financial Fitness Boot Camp
    Learn more>
  • YWCA Economic Resilience Initiative
    Learn more>
  • AFCPE (Association for Counseling and Planning Education)
    Find an AFC (Accredited Financial Counselor) in Washington here>
  • CFPB Tele-Coaching.  FREE professional financial tele-coaching is an initiative of the Consumer Financial Protection Bureau (CFPB) which is managed through a contract with the Armed Forces Services Corporation (AFSC). Financial coaching sessions are now available via phone as well as in-person.  To talk to a coach, call 1-844-90-GOALS.

Financial Counseling for Veterans

Charles H. Woods Jr., CFPB Financial Coach
WorkSource Affiliate North Seattle
9600 College Way N., Seattle, WA 98103
cwoods@afsc.com or  cwoods@esd.wa.gov
Office:  206.934.6142 / Cell:  425.269.6444

Chris Lilley, CFPB Financial Coach
RP/6
9881 Bridgeport Way SW, Lakewood WA 98499
clilley@afsc.com
Office: 253-777-0556 / Cell: 253-341-8134

Money Talks

Washington State Department of Financial Institutions
Financial education news, resources and updates. Learn more>

FDIC Highlights New Resources for Bank Customers on Precautions When Using Computers and the Internet

As part of an ongoing effort to highlight safe online banking strategies, the FDIC released two new cybersecurity brochures aimed at consumers and business customers of financial institutions. The brochures include tips to help users protect and maintain their computer systems and data. In addition to expanded cybersecurity information available online, the FDIC also released a special edition of the quarterly newsletter FDIC Consumer News featuring precautions consumers can take at home and when banking remotely using laptops, desktops, smartphones, and other mobile devices.

For more information about the FDIC’s educational programs and services for consumers, including a toll-free call center, free videos and brochures, FDIC Consumer News, and the Money Smart financial education curriculum (one version for adults and one for young adults), start at www.fdic.gov or call 1-877-ASK-FDIC (1-877-275-3342).  Read the press release>

Financial Education:  Learn in Person

Financial Education Providers offer one-on-one financial education, free classes and workshops to help you learn about managing your finances.  You can find a schedule of upcoming classes and workshops being offered on the Financial Education Calendar.

Financial Beginnings
Financial Beginnings offers financial education programs for youth in both English and Spanish. Each program provides age-specific curriculum and teaches youth how to adeptly navigate banking, credit and insurance industries; actively participate in these industries; and responsibly manage their personal finances.  Learn more>

Goodwill Olympics & Rainier Region
Goodwill Olympics & Rainier Region offers a free course in money management designed to build personal financial stability and independence.  Learn more>

Hopelink – Financial Education Classes 
Hopelink is dedicated to ensuring that our community is educated in matters of personal money management, budgeting, credit, debt, and consumer protection within the banking industry. If you are ready to deepen your current skills and knowledge of money management, then Hopelink has some great resources for you.  Learn more>

Hopelink: FDIC Money Smart – FREE Classes & Workshops
Fall 2016 – Winter 2017
Download a flyer>
View the class schedule>

All workshops are free and open to the public. Register for classes at financialed@hopelink.org or call 425-250-3003.

The YWCA’s series of financial education classes, Money Mechanics offers Free financial workshops for anyone who feels like their finances could use a ‘tune-up’, and specifically for anyone who is unemployed, currently or recently homeless, or just tired of getting their tax refund and weeks later wondering, “just where did  that money go”?   If this sounds familiar, “this wrench” will ”loosen” new ideas , create awareness. Learn more>

Food, child care provided free on site!  Transportation assistance is available.

Classes will focus on:
•  Unmasking the mysteries of credit
•  Debt management
•  Budgeting and banking
•  Goal setting
•  Saving and investing

For more information or to register, contact Constance at (206) 496-9028, (425) 264-1416 and/or email: cfrancis@ywcaworks.org

Financial Education: Learn Online

Online tutorials are a convenient way to learn how to manage your finances.

American Financial Solutions (AFS)
AFS has created eight powerful personal finance courses that you can take online for free. Investing in Yourself is a series of programs that teach the essentials of smart money management including, debt management, credit card debt management, budgeting and investing.

Most classes take just 30 minutes and can be taken in any order. They are followed by a 10-question quiz to test your understanding. If you register and successfully complete these courses, you will receive a certificate which you may send to the credit bureaus to add to your credit report file.  Learn more>

Apprisen Learning Center: The Money Minute is a source for information, news, tips and discussions about your personal finances. Learn more>

Bank of America: Better Money Habits. Build your financial know-how with free tools and information to help you make more confident decisions. It’s a simple way of getting real, practical knowledge, brought to you by Bank of America in partnership with Khan Academy. Learn more>

BECU: Getting Help Making Informed Financial Decisions.  BECU provides timely information and valuable resources about financial wellness, and opportunities to advance education. Find information here on scholarships and grants, along with financial articles, free seminars, and webcasts.  Learn more>

ClearPoint Credit Counseling Solutions: Resource Center. ClearPoint U offers FREE courses on financial topics.  Additional resources include money management articles, interactive tools and calculators and Money ebooks. Learn more>

KeyBank: Take Control of Your Money.
Money topics addressed in KeyBank’s 10 minute courses include:
– Savings and Investing
– Mortgages
– Overdrafts
– Payment Types & Credit Cards
– Building Good Credit
– Identity Protection
– Insurance & Taxes
– Financing Higher Education.   Learn more>

U.S. Bank: Financial Genius. U.S. Bank’s financial capability programs and curriculum reflects their commitment to empower individuals  with financial education throughout every stage of life.  Learn more>