Direct Service
Deliver
Financial Goals as Driver
Aiding customers to set action-driven goals that are passionately held, strengths-based, forward thinking
“Savings is an activity, not an amount”
The Financial Clinic is at its core a financial coaching organization. With sites across New York City, the Clinic provides expert level coaching services using its Gold Standard model.
Our financial coaches support a customer-driven process to identify the goals and motivations that make building financial security meaningful for each individual.
Financial coaching develops an individual’s skills and ability to translate financial knowledge into healthy, habitual behaviors for a lifetime of financial security:
Accountability
Inviting positive lasting behavior change through creative solutions and mutual accountability
Expertise
Providing access to correct and up-to-date financial knowledge and resources
Judgment Free
Building an honest coaching relationship in a private, comfortable space
Customer Focused
Supporting customers in choosing the right path having a broad understanding of personal finance actions and acting as a thought-partner in creating positive behavior change
Coaching Experience
Watch as Financial Coach Kristen Browne and her customer Jeniffer Rajnarain discuss their winning relationship.
Volunteer Income Tax Assistance
The Clinic hosts annual VITA (Volunteer Income Tax Assistance) sites, providing free tax preparation to anyone making $54,000 or less.
Contact us to learn more about our financial coaching or VITA tax services.
The Financial Clinic builds working poor families’ and individuals’ financial security by addressing their immediate financial challenges and helping them set long-term goals to achieve financial mobility.
The Financial Clinic
115 West 30th Street, Suite 700
New York, NY 10001