Financial Coaching & Planning

Campaign of Maryland offers two great programs to help you reach our financial goals.

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.

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 to CASH Campaign clients.

How do I know which program is right for me?

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

…your financial goal is related to:

  • Investing
  • Insurance
  • Starting a small business
  • Achieve a long-term savings goal (e.g., retirement planning, college savings, homeownership)
…you’d like advice on finding a bank account or another financial product that works for you. …you just received or will be receiving pension benefit(s) or a large payment from a settlement.
…you would like on-going support while you work to implement your financial plan. …you’re interested in short-term support (up to two sessions).
To get started with our Financial Coaching program, sign up to participate in an upcoming information session. To get connected with a Certified Financial Planner®, Complete this intake survey.