Financial counseling is not financial planning, tax advice, accounting work, estate planning or investment management, although these topics are all part of the discussion.
Financial wellbeing counseling is:
- Working together to identify money behaviors that don’t serve you well and finding alternate ways of thinking and behaving
- Understanding how to become a more financially capable person
- Establishing financial goals
- Using support and accountability for behavioral change
- Getting help with financial product and service selection
Monarch offers a variety of counseling and educational formats to meet your needs. You can choose to work one on one, in a coaching group or in a workshop. Employee workshops can be tailored to specific employee needs.
“Anne serves as our local support system. When we visit and gather for the holidays, we can focus on enjoying family and providing my parents with worryfree time with their children and grandchildren.” — Dean W. Busy Professional
