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Financial Analyst

Financial Capabilities

Financial Capabilities Program mission is to assist consumers in developing their financial goal setting, financial management, and financial planning skills.

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Financial Capabilities Program mission is to assist consumers in developing their financial goal setting, financial management, and financial planning skills.  Financial Capabilities Program targets low-income and vulnerable populations that lack skills to adequately manage household income and resources by providing educational workshops regarding managing household budgets, personal credit, and consumer financing.

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Participants in our Financial Capabilities Programs must attend an orientation class to enroll in this program. Orientation classes are held in each service county. Please click here to see service areas.

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The following topics are covered:

  • Homebuyer Readiness

  • Keeping Your Home & Managing Finances

  • Managing Your Money

  • Shopping for a Home

  • Getting a Mortgage Loan

  • Understanding Credit

  • Personal Finance and Wealth Creation  

Fin

Education

Edu

When you decide you’re ready to buy a house, whether it’s the first time or you’ve been through the experience before, you’ll have lots of questions about mortgages, appraisals, credit, inspections and many other things.  Attending our Homebuyer Education classes will give you the tools, expertise and support to make smart home buying decisions from start to finish.

 

As a HUD certified Local Housing Counseling Agency, our mission is to give you the confidence that comes with knowing you have someone in your corner until the day you get the keys to your own home.  Then, we’ll be right there with you during the post purchase phase to assist with any future housing concerns.

 

Homebuyer Education is a nationally recognized curriculum taught by NeighborWorks® America certified instructors. The HBE instructor will be your home buying “coach” every step of the way, keeping your best interest at heart.

Credit Building Course

The credit building is asset building course will provide you with a hands-on approach to understanding the process of building your credit. If you need to reestablish your credit or want to begin establishing credit properly—the credit building course is for you. Overall, you will learn how the credit reporting process works and how you can have it work for you. Click here to access course overview.

Financial Fitness Course

The financial fitness course is designed to help you with a hands-on approach to developing critical skills for money management and budgeting. You will walk through the process of creating an income and expense statement based on your current financial situation. Additionally, you will learn how to develop a formal spending plan for your household that will serve as a strategy for saving and spending money. Click here to access course overview.

Homebuyer Education Course

The homebuyer education course is designed to provide you with an objective look at homeownership through an interactive learning approach. You will learn the steps in the home buying process and how to maximize your time and money while going through the process. The course meets education requirements for affordable mortgage lending and down payment assistance programs. If you are considering home ownership for the first time, let us help you make that dream a reality. Click here to access course overview.

Counseling

Counseling

Housing counseling services include pre- and post-purchase counseling, mortgage default and foreclosure prevention, rental counseling, home improvement and rehabilitation and counseling to the homeless. CSP utilizes budget and debt management, energy conservation and home maintenance information in the housing counseling process.

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In the case of default and delinquencies, CSP first works with the clients to identify the source(s) of the problem and then helps the client search for resources within their means to correct the financial deficiency. When necessary, clients are counseled about avoiding potential eviction proceedings and/or foreclosure. CSP utilizes internal resources and services for housing clients, or refers clients to other community resources so that the family can make rent or mortgage payments. Housing counseling staff may help clients apply for occupancy and rent subsidies. CSP also provides counseling to tenants with regard to Section 8 and guidance in seeking alternative voucher housing, as needed.

Pre-Purchase (Homeownership) Counseling

The pre-purchase counseling/coaching space is designed to provide you with an opportunity to work one-on-one with a certified homeownership counselor to determine how much house you can afford based on your gross monthly income and debt; in addition to, learning how long it will take you to position yourself for purchase based on your specific goals. The counselor will create corrective action plans to help you overcome obstacles in the areas of credit, savings, and/or debt.  The only cost associated with this service is the cost of pulling a residential mortgage credit report (tri-merge report). Let us help you achieve your goal of homeownership. Click Here Pre-Purchase Counseling Checklist

Post-Purchase (Non-Delinquency) Counseling

The post-purchase counseling space is designed for you as a current homeowner interested in improving your home conditions and/or your home affordability through credit improvement and refinance options. As a post-purchase client, you will work with a certified homeownership counselor to overcome obstacles that hinder your ability to achieve your goal associated with homeownership. Click here to view the Post-Purchase Counseling Checklist.

Default Prevention (Foreclosure/Loss Mitigation) Counseling

The default counseling space is designed for you as a homeowner at risk of falling behind or currently behind on your house payment. As a default counseling client, you will receive assistance from a certified homeownership counselor who will work with your lender to identify possible workout options and who will work with you to overcome obstacles that may be impeding on your ability to sustain homeownership. There is no cost associated with this service—give us a call today. Click here to view the Default Prevention Counseling Checklist.

ACT NOW! - Protecting Low-Income and Vulnerable Populations

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