Financial Counseling Services

The vendor is required to provide one-on-one personal financial counseling and coaching and the ability to provide virtual, hybrid and in person presentations for small or large groups on financial education and financial wellness topics.
- To offer virtual, hybrid, and in-person financial webinars and offer access to financial counseling and coaching sessions as part of the worth & wealth (W&W) financial empowerment webinar series.
- Provide an opportunity for participants to discuss their personal financial questions in a one-on-one setting.
- Access to coaching may be determined by a participant’s attendance at the W&W webinars, interest, and schedule availability of the provider and participants.
• Be able to offer financial education and financial wellness presentations in english and a strong preference for Spanish. 
• Be able to offer either in-person or virtual financial counseling and coaching across the state. 
• Offer information, resources, and guidance in languages other than english, or willing to translate materials if selected. 
• Have financial counselors and coaches proficient in languages in addition to english, with a strong preference for Spanish.