FAQ

What will I need for my first financial planning session with GreenPath?

You can download this GreenPath Checklist to prepare yourself for your 45-minute call.

One of the first things a counselor will do with you is put together your budget. Having an idea of your income and expenses is helpful. If you have billing statements handy, even better. It can also be helpful to make a list of questions and goals.

Check out our GreenPath Counseling page for more information.

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Will GreenPath keep my information confidential?

All client information is secure and confidential. GreenPath will not share your information with anyone without your permission. We also do not report to credit bureaus.

Check out our GreenPath Counseling page for more information.

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How do I schedule a one-on-one financial coaching session through GreenPath?

GreenPath is a national nonprofit focused on financial wellness for everyone.

If you want to make positive changes and informed decisions to improve your financial well-being, please contact a GreenPath Financial Counselor at (877) 337-3399, or request a call by filling out this form on our partner GreenPath site. Help is available in more than 150 languages.

Before calling make a list of questions and goals, and gather financial paperwork and information that will be helpful during your call — Download this GreenPath Checklist to prepare yourself for your 45-minute call. Check out our GreenPath Counseling page for more information.