Financial Counseling
Preparing for Your First Session
To make the most of your counseling session, please bring:
Recent pay stubs (last 3)
Recent statements for regular bills (utilities, insurance, etc.)
Credit card and loan statements
Current checking/savings account statements
A copy of your credit report (we can assist with getting a free copy)
Any letters from creditors or collection agencies
A list of your financial goals and concerns
How We Can Help
Our certified counselor can work with you to:
Create a personalized spending plan
Develop debt repayment strategies
Improve your credit score
Set and achieve financial goals
Prepare for major life events
Build emergency savings
Navigate financial hardships
What to Expect
Your first meeting will be approximately 60 minutes. Our counselor will:
Listen to your specific situation and goals
Review your financial documents
Work with you to create a financial plan
Provide tools and resources
Schedule follow-up sessions as needed
All sessions are completely confidential. We’re here to help, not judge.
Schedule Your Free Session
Take the first step toward financial wellness. Book your confidential counseling appointment today.
Questions? Call us at (715) 842-9865 or email info@publicservicecu.org