Financial Counseling in Puerto Rico

a young couple sitting with computer looking over their finances
A Man in a Green Shirt is Sitting by a Computer, Looking Straight at the Camera.

What is Financial Counseling?

Financial counseling is a personalized process where a certified expert guides you to create a balanced budget to your reality, help you set clear financial goals, understand your credit situation in order to improve it and develop healthy financial habits.

Unlike credit counseling, counseling focuses on financial education and helping you make informed decisions in the long run.

By participating in our financial counseling program, you will be able to learn and obtain benefits such as managing your money effectively, reducing financial stress, preparing for economic emergencies, improving your credit score and above all, making financial decisions with confidence.

Financial Coaching Made Specifically for You

Our program consists of an initial evaluation in which we analyze your current financial situation. We then create a personalized action plan tailored to your needs. We also follow up and accompany you throughout the process to ensure your progress. This entire process is 100% confidential.

To coordinate a Financial Coaching orientation, call us 888-692-2650. You can learn more about Financial Coaching in the Education section. You can also request a call from one of our counselors.