Your journey to financial confidence starts here!
Here’s how we can support you.


Take the First Step Towards Financial Freedom
What Our Clients Say
Co-Locations

FAQ - Your Questions Answered
If you're 18 or older and live in Pueblo County or surrounding counties you can access our free financial counseling services.
Scheduling is simple! Just click on the link which will take you to the scheduling form where you can choose your preferred language, day, time, location, and counselor. Once booked, you’ll receive follow-ups, reminders, and a link to confirm, cancel, or reschedule your appointment.
Schedule an appointment: New Clients Existing Clients
During your first session, we'll:
- Review your financial situation with a financial health assessment
- This assessment captures demographics, service plan interest, financial health (income, spending, assets), financial services (usage, costs, and possible needs), and debt assessment (liabilities, costs, payment ratios, creditors, etc.), if applicable.
- Go over your FREE credit report
- Help you set and prioritize financial goals
- Create a step-by-step plan to get started
Sessions are available a co-locations throughout the city, virtually, or over the phone for your convenience.
Most sessions last 30 to 60 minutes. The first session is usually around 70 minutes to allow for a detailed assessment of your financial situation.
Yes! Your counselor will conduct a free credit report analysis with you by reviewing your credit report and offering actionable steps to help boost your score.
While you don’t need to bring anything, documents like pay stubs, household bills, or bank statements can help us give more tailored advice.
You can meet with a counselor as often as needed. Sessions are typically spaced 2 weeks apart, but can be adjusted to fit your goals.
Yes, all services are completely free, confidential, and nonjudgmental.
Our counselors can assist with:
- Managing debt
- Building or improving credit
- Growing savings
- Accessing safe and affordable banking options
- Legacy planning
No problem. Just let us know as soon as possible if you’re running late or need to reschedule. Returning clients can also reschedule through their client portal.


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