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Financial Advice, Education and Tools

Get financial guidance and education to set yourself up for a lifetime of financial security.

Financial Guidance

Connect with a qualified financial coach who can help you set and meet your financial goals for this year and beyond.

Contact one of our partner agencies to get started:

  • Catholic Charities Dallas: Financial coaching and education, HUD counseling and more
  • Metrocrest Services: Teaches individuals how to pay off debt, increase savings, improve credit and achieve personal financial goals
  • The Senior Source: Financial assistance and education, help with frauds and scam, and more
  • The Wilkinson Center: Financial coaching and financial services
  • WiNGS Dallas: Financial education, individualized financial coaching, credit-building, benefit screening and more

Financial Education

Learn more about personal finance, planning for your financial future, buying a home and more.

These organizations offer a variety of financial education classes and resources:

Money Management

Access resources that make it easier to manage your finances and build savings:

  • Albert: Financial advisory platform to track finances and get personalized recommendations
  • Digit: Automated savings tool that identifies small amounts of money that can moved from checking to emergency savings
  • Helps Dreamers and other low-income immigrants live and work in the United States by allowing them to prepare their immigration paperwork online for free and connecting them with essential financial services
  • Leap Fund: Helps Americans navigate “benefits cliffs,” which are situations where workers become ineligible for public benefits due to an increase in wages or hours worked
  • Let’s Get Set: Supports hardworking parents and families to secure and deploy their maximum tax benefits and create a path to enhanced financial stability

Debt Management

Explore these online tools that empower you to deal with debt so you can work toward financial security:

  • EarnUp: Automates loan payments and identifies earning opportunities while helping you save funds when possible
  • LendStreet: Debt consolidation service to avoid bankruptcy and create a path to paying off debt
  • Resolve: Customized advice for managing debt, including debt relief plans and connections to reputable debt counseling services
  • SoloSuit: Automated software that helps you respond to debt lawsuits
  • Summer: Helps student loan borrowers save on their loans by identifying and enrolling them in the best repayment and forgiveness programs
  • UpSolve: Provides free legal assistance, forms, and education to those with unmanageable debt

Home Ownership

These North Texas housing counseling agencies provide support and resources for people looking to purchase a home and are approved by the U.S. Department of Housing and Urban Development:

Other Homebuying Resources

  • Home Lending Pal: Guides prospective homeowners through the homebuying and borrowing process while helping to shield them from predatory lenders

Auto and Life Insurance

Enroll in free or affordable auto or life insurance:

  • Avibra: Provides free $15,000 in life insurance and access to additional affordable financial, insurance and wellness benefits
  • EverydayLife: Enables everyday people to purchase life insurance simply and affordably
  • Sigo Seguros: Enables Latinx, immigrant and low-income populations to purchase affordable auto insurance via a bilingual mobile platform