Resources - Financial Wellness
Find programs, learning materials & more in our full resource directory.
Financial Opportunity Center (JVS)
Coaching, Classes and Resources to help secure your financial health
Financial Education & Assistance
Financial Coaching (JVS)
1 on 1 Financial Coaching for building and maintaining a healthy financial future.
Financial Education & Assistance
How to Deal with Debt
Understand your debt rights and options to regain control and build financial security.
Financial Education & Assistance
Understanding Credit Reports
Understand credit to improve your score and unlock better loans, housing, and job opportunities.
Education, Financial Education & Assistance
The Path to Investing
Build a solid foundation by budgeting, managing income, credit, and saving for future growth.
Financial Education & Assistance
Bank on Boston – checking/savings
Start managing money with a safe account. Connect with trusted partners through this local initiative.
Financial Education & Assistance
Bank on Boston Access Map
Explore Boston’s financial map showing safe banking access and areas with costly alternatives.
Financial Education & Assistance
Boston Builds Credit – secure credit card info
Compare secured credit cards by fees, rates, and features to find your best financial fit.
Financial Education & Assistance
Boston Builds Credit – secure loan info
Compare credit-building loans by features like fees, credit checks, rates, and terms to find your best option.
Financial Education & Assistance
10 Tips for Financial Well-being
Learn 10 key habits for managing finances, handling shocks, and reaching financial goals.
Financial Education & Assistance
Guide to Insurance (2/2): Health, Life, LTC & Disability Insurances
Unlock essential insights on health, life, disability, and long-term care insurance to protect your future.
Financial Education & Assistance, Healthcare
Investing Basics
Discover how to grow your savings through smart investing—learn the basics, manage risk, and build your financial future.
Financial Education & Assistance, Other Resources
Assess Your Own Finances
Use this simple tool to better understand the current state of your own finances.
Financial Education & Assistance
Assess Your Financial Knowledge
What financial topics do you personally need more information on? Find out now!
Financial Education & Assistance
Steps to Financial Freedom
Unlock your path to financial freedom with practical steps to take control of your money, build lasting wealth, and create the life you deserve.
Financial Education & Assistance, Other Resources
An Introduction to Your Financial Health
Learn to set SMART financial goals and improve your budget, credit, and overall financial health.
Financial Education & Assistance
Spending For Success
Manage spending by creating a budget, tracking expenses, and prioritizing needs to improve finances.
Financial Education & Assistance, Other Resources
How To Grow Your Savings
Build savings by setting goals for emergencies, retirement, and life priorities with a clear plan.
Financial Education & Assistance
Become a Credit Expert
Understand credit basics, improve scores, manage debt, and build healthy financial habits effectively.
Financial Education & Assistance
Employment and Benefits
Learn job entry steps, W-4 form guidance, benefits, and budgeting for financial success.
Financial Education & Assistance
Understanding Your Income Taxes
Learn income tax essentials, credits, deductions, filing steps, and planning for refunds and budgeting.
Education, Financial Education & Assistance
Guide to Insurance (1/2): Auto, Homeowners, Renters & Umbrella Insurances
Discover how to protect your home, car, and belongings with smart insurance choices today!
Financial Education & Assistance, Housing
Get Your Annual Credit Report
Get your free annual credit report from Equifax, Experian, and TransUnion to monitor your credit and spot errors.
Financial Education & Assistance
Women’s Money Matters
Empowers low-income women and girls with financial confidence, security, and skills through workshops and coaching.
Coaching, Education, Financial Education & Assistance