Financial Planning Association of Minnesota
Personal Financial Counseling
DESCRIPTION: Financial management counselors take a look at your personal finance information, help to create a plan to pay off debt or keep on top of bills and provide retirement planning information. MORE INFORMATION Offers free financial planning assistance to qualified individuals or families Service available include: * Seminars and workshops for individuals and families on topics of: - Basic financial literacy - Budgeting - Debt management - Understanding insurance - Building savings - Customized programs * Seminars and workshops for staff of partner organizations * Individual counseling
Last Update
06/16/2025
Physical Address
1601 Utica Ave S, Ste 213, Minneapolis, MN 55416
Voice
Application process
Required documents for review prior to a consultation are available online.
Eligibility
Clients with little or no assets and incomes at or below 80% of the local median income Income requirements may be waived for clients referred by their non-profits, which include Prepare + Prosper and all branches or the deployed military.
Agency info
Financial Planning Association of Minnesota