The purpose of this guide is to provide a monthly reading list including books about entrepreneurship, leadership, financial literacy, financial planning, small business startups, marketing, social media marketing, and much more. Every month a list of books will highlight a specific topic. The monthly reading list will include books in print and electronic resources such as audiobooks and ebooks.
Budget & Credit Coaching
Are you facing financial difficulties? Do you have credit or debt problems? The Financial Coaching Corps (FCC) can help you manage your money, find resources in a financial crisis, and make progress toward your financial goals.
Make a 60-minute phone appointment with a coach from the Financial Coaching Corps of the Community Service Society of NY. A financial coach will confirm your appointment by e-mail. To learn more about the FCC and find more information on COVID-19 resources and financial tips, click here.
Financial Counseling with a Certified Financial Planner®️
This is a 2 Step Process.
Step 1) Click the following link to Review, Sign, and Submit the FPA Letter of Engagement for Pro Bono Financial Services; CLICK HERE.
Step 2) After successfully completing the above Letter of Engagement, you will receive an email with a link to book your 30-minute appointment with a Certified Financial Planner®️.
Once you have booked your appointment for a specific date and time, you will receive a system-generated confirmation. Prior to your appointment, you will receive a Google calendar invite with a link to your Zoom meeting with a Certified Financial Planner®️.
Tips for your meeting: Your planner is available to discuss your financial matters and questions; such as retirement planning, saving, banking, budgeting, general money management, investments, and more. Please prepare your questions in advance; the time goes by quickly.
In this financially difficult time, our counselors are now available by phone. Make a 30-minute appointment to speak with them about your current financial situation, including general money management, budgeting, saving, banking, retirement planning, and more. Come prepared with your question. This appointment is for a specific date and time; the counselor will contact you as the appointment approaches and call you at the appointed time.
To make your appointment, CLICK HERE.