Financial Consultation Services

Financial problems can happen to anyone, regardless of income, and can range from minor budgeting to major concerns that threaten bankruptcy. They may stem from a sudden loss of income, unexpected expenses or uncontrolled spending. Unfortunately, financial difficulties frequently make existing problems worse or create new ones. Speaking with a financial consultant can help. New Directions provides confidential financial services at no cost to eligible employees and their family. You can talk by telephone to one of our financial consultants.

Below is just a partial list of what we can help you with:

Money Basics

  • Debt Reduction Strategies
  • Cash Management
  • Introduction to Investing

Buying a Home

  • Buying versus Renting
  • Mistakes Buyers Make
  • How Much Can You Afford?
  • Financing
  • Making an Offer

Tax Basics

  • Common Income Tax Questions
  • Reducing Income Taxes
  • Income Tax Deductions and Credits
  • Exemptions
  • Filing Status

Investment Basics

  • Saving versus Investing
  • Types of Investment
  • Risk and Return
  • Managing Risk
  • Saving for Retirement

College Planning

  • The Cost of a College Degree
  • Saving and Investing for College
  • Financial Aid
  • Tax Advantages

Consumer Credit Services

  • Requesting and Reading a Credit Report
  • Correcting Erroneous Information on a Credit Report
  • Tips on Preventing Identity Theft

Obtaining a Referral

To speak with a New Directions' Financial Consultant or learn more about our financial services call (419) 529-9941 or toll-free, 1-(888) 805-1561.