FINANCIAL COACHING

Need Help Managing Your Money?

FINANCIAL COACHING

What Your Coach Can Help With

CSL Financial Coaches work alongside you to understand your current financial situation, set practical goals, and create a personalized path toward greater stability.

  • Financial Assessment

    CSL Financial Coaches work alongside you to understand your current financial situation, set practical goals, and create a personalized path toward greater stability.

  • Income Help

    Your ability to earn income is one of your greatest financial assets. We explore opportunities to strengthen your situation through employment, career advancement, and available income supports.

  • Navigate the Benefits

    A small increase in earnings can sometimes result in the loss of important benefits. We help you understand how income changes may affect your benefits so you can make informed decisions.

  • Tax Preperation

    Households earning less than $60,000 annually may qualify for free tax preparation services. Get help filing an accurate return and claiming the credits and refunds available to you.

  • Credit Score Coaching

    Affordable credit can open the door to new opportunities. We review your credit score twice each year and help you create a practical plan to improve and maintain your credit.

  • Growing Your Net Worth

    We help you set goals for reducing debt, building savings, and increasing household assets. Financial coaching is a long-term partnership, with a typical engagement lasting at least 18 months.

    • Affordable Loans and Banking

    Through NextStepKC, we can help you access reasonably priced loans for emergency needs while avoiding payday and title loan debt. We can also connect you with banking services through Holy Rosary Credit Union.

You might need a Financial Coach if….

You’re feeling stressed about money.

You’re not alone. We can help you understand your situation and create a plan.

You want to build savings.

We’ll help you set goals and find ways to save—even if it’s a small start.

You want to improve your credit score.

We’ll review your credit and help you build a plan to make progress.

You’re struggling with debt.

We can help you explore options and create a plan to reduce debt.

You want to earn more and move forward.

We’ll help you explore employment opportunities and income supports.

You want to provide a better future for your family.

We’ll help you build a solid foundation for the people who matter most.

You want to achieve a big goal.

Whether it’s buying a home, starting a business, or going back to school, we can help you get there.

You’re not sure what to do next.

That’s okay. We’ll meet you where you are and help you take the next right step.

Ready to Take the Next Step?

Meet with a CSL Financial Coach and begin building a plan around your goals.

Connect With a Financial Coach
  • Portrait of a smiling middle-aged man with short hair, wearing a blue checkered shirt, standing in front of a brick wall background.

    Jeff Sheets

    Hawthorne Place Apartments

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  • A middle-aged man with glasses and dark hair, wearing a checkered shirt, standing in front of a brick wall.

    Paul Gordon

    Eastgate CareerHub

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  • A woman with glasses and dark hair pulled back, wearing a white top, standing in front of a brick wall.

    Claudia Alarcon

    Hawthorne Place Apartments

    email

What Your Coach Can Help You Do

  • How to look at your household finances to manage expenses better and start to save.

  • Ways to manage government programs as your household income increases through work.

  • How to access an affordable loan to eliminate high-cost payday loans.

  • Tools to build your credit score, net worth and work toward financial self-sufficiency.