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The Foundation for Financial Planning has provided significant grant support for our Financial Coaching and Mentoring programs for many years, and they also connect us with Certified Financial Planners interested in volunteering to work with our clients. They recently interviewed our Financial Empowerment mentee Roshon (left) and her mentor Jessie and shared stories about their experience.
When Roshon contacted the Financial Empowerment Center at South County in 2021, she and her family were overwhelmed with credit card debt and high-interest loans and were falling behind on rent. Working with her financial mentor Jessie, she has paid off most of her debt and significantly increased her credit score, started saving and planning for future expenses, avoided a predatory auto loan, shifted the way she thinks about money, and feels more confident about her ability to handle her finances. Roshon said she is extremely grateful for Britepaths and the opportunity to work with Jessie, sharing, “Working with Jessie has been so impactful. It has changed my thinking and really changed my life. It’s comforting to know that I have someone that I can talk through these situations with and they’re going to give me their expert opinion and recommendation, and not be pushy at all.”
Jessie Doll, cofounder of ReFrame Wealth, has been a Britepaths Financial Empowerment volunteer since 2021. Jessie said of her work with Roshon, “We’ve worked together for over a year because she keeps wanting to do more. She will hit a goal, like paying off her debt, and then she wants to set the next financial goal, like saving for her daughter’s college tuition, so she can continue creating a stable financial future for her family. Our sessions are ultimately about what she wants to talk about and what she wants to do. She is driving the process, which is so important to building trust – and that’s the heart of a financial planning engagement, regardless of a client’s income – being able to build a trusting relationship with someone.”
Read Roshon's Story · Read Jessie's Story
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