Find a Financial Coach or Planner

Financial Coaching and Planning

The CASH Campaign of Maryland offers two great programs to help you reach your financial goals.  Through generous support from the Foundation for Financial Planning and other partners, these high-quality programs are available at no cost to Marylanders.

Financial Coaching offers ongoing, unlimited, one-on-one support to reach your financial goals! The trained coaches work individually with participants and help them to achieve personal financial goals such as eliminating debt, rebuilding credit, and developing spending plans. There are no income guidelines for this program, and anyone can take advantage of this free service.   

The Financial Planning Program is designed to connect Marylanders to a professional, quality financial plan on a range of topics and goals, including: investing, homeownership, college funding, and wills and retirement planning. Our Pro Bono Certified Financial Planners® provide consultations in up to two free sessions.  In keeping with our mission, our aim is to serve low-to-moderate income individuals and families through this program.

How do I know which program is right for me?

A Financial Coach might be right for you if….

…your financial goal is related to:

  • Developing a budget or spending plan
  • Improve or build credit
  • Paying down debt
  • Achieve a short-term savings goal (e.g., establishing emergency savings, purchasing a car)
  • You’d like advice on finding a bank account or another financial product that works for you.
  • You would like on-going support while you work to implement your financial plan

To get started with our Financial Coaching program, click here to watch a short video about the program, and learn how to connect with a Financial Coach for FREE.

A Certified Financial Planner® might be right for you if…

…your financial goal is related to:

  • Investing
  • Insurance
  • Achieving a long-term savings goal (e.g., retirement planning, college savings, homeownership)
  • You just received or will be receiving pension benefit(s) or a large payment from a settlement
  • You’re interested in short-term support (up to two sessions)

To get connected with a Certified Financial Planner®, complete this intake survey.

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