Financial Coaching
Need to get a handle on your current financial situation? Interested in understanding the “financial world at large”? Want to learn key steps to help you achieve savings, debt-reduction and investment goals?
EARN’s Financial Planning Workshop will empower you to take a comprehensive look at your financial situation, map out where you want to go, and get you thinking about how to get there.
Date: Tuesday, November 15
Time: 6:00-9:00 PM
Location: EARN's Office—235 Montgomery Street, Suite 470, San Francisco
RSVP: 415.830.3006 or coach@earn.org
Interested in other financial topics? Check out our Workshop & Training calendar to find more workshops offered by EARN and other local organizations.
Required for First Session:
Required for Second Session:
Recommended for Third Session:
Additional Exercises:
- Pulling Your Credit Report
- Money Mindfulness Expense Tracking System
- Action and Planning Log Form
- The First Step Decluttering Form
- Daily Habits Tracking Log
Financial Coach: Saul A. Gonzalez, (415)830-3000 or saul@earn.org
Asset Services Assistant: Lisa Ruskin, (415) 830-3006 or coach@earn.org
EARN reserves the right to refuse service to anyone before or after opening an account. EARN does not discriminate on the basis of race, gender, national origin, ancestry, ethnicity, religious affiliation, marital status, familial status, physical or mental disability, age, medical condition or sexual orientation.
