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Finances

BUDGETING

Catholic Charities' Financial Health Program offers personal, confidential meetings with a counselor to review income, expenses, and debt. A professional counselor also will help consumers explore a variety of options for short-term and long-term financial planning.

Getting Started

Our one-hour, weekly Info Session describes the program services we offer. Clients are given the necessary paperwork to complete and have an opportunity to ask questions. We can schedule an appointment after receiving the completed paperwork. The Financial Health INFOPAC is below. Please complete and return it before scheduling an appointment. You also may obtain a copy of the INFOPAC by calling our office.

Download the financial health INFOPAC - [English] [Español]

Catholic Charities can help you learn to:

  • plan and build a workable budget
  • better understand your finances
  • deal with your creditors and debts with an affordable debt repayment plan
  • realize saving ideas by budgeting
  • understand pre-purchase and post-purchase home buying management
  • invest wisely
  • understand beliefs about money and how they may affect the way you act
  • plan for the future and reach your financial goals

    • How Much Does It Cost?

    Credit/Budget Counseling Services are FREE through the generous support of your local United Way, the annual Bishop's Appeal, and other donors.

    Individual Development Account Program (IDA)

    The Financial Health Program offers the Individual Development Account Program (IDA). This promising approach for asset building allows low-income families an option to save and accumulate financial assets. It offers low-income families the ability to save for a 200% matched fund return plus the interest they earn on their monthly IDA saving deposit. Families can save for higher education or to buy a primary residential home. Our IDA Program offers:

  • one-on-one budget counseling
  • asset-specific training
  • debt management (as needed)
  • account statements
  • confidentiality
  • matched funds (200% on a $1,000 savings ceiling/account)

    • The IDA Program can help you realize your dream to own a home or for higher education. Participating and working with your Budget Counselor also will help you gain valuable financial management skills.

    We look forward to helping you build your family's net worth. Please contact us using the contact form below for more information or help to improve your financial health.

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