Financial Advice, Education and Tools

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:

• Building Wealth (Federal Reserve Bank of Dallas): An overview of wealth-building strategies for consumers, as well as community leaders, students and teachers
• First United Bank: Financial education materials and resources, including a “Get Out of Debt Coach” and an online budget calculator
• Jump Start Coalition: Financial education resources for students and teachers
• Money Smart (FDIC): Engaging games, podcasts and parent resources that help people of all ages enhance their financial skills and create positive banking relationships
• Ready, Set, Bank. (Hosted by Capital One): Video guides and step-by-step tutorials that make online banking easy. Also available in Spanish
• Teacher Online Resource Center (FDIC/ CFPB): Tools to help educators teach financial education including lesson plans, videos and other resources
• Your Money, Your Goals (CFPB): A set of financial empowerment materials for organizations that help people meet their financial goals by increasing their knowledge, skills 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
• ImmigrationHelp.org: 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:

• Money Management International – Dallas
• Financial Hope Credit Counseling Services, dba Services of Hope
• Navicore Solutions – Dallas
• BCL of Texas (Business and Community Lenders)
• Dallas County Home Loan Counseling Center
• Dallas Area Habitat for Humanity
• Catholic Charities of Dallas
• Naca (Neighborhood Assistance Corporation of America) – Dallas
• Housing Channel
• Housing Opportunities of Fort Worth

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