Financial Planning

Recognizing that anyone, at any time in their life, can benefit from having a financial plan, Cornerstone provides the following financial planning services to help families achieve economic stability and overall better lives:

Financial Wellness

Includes one-on-one support from our Family Financial Coach to set achievable short-term and long-term goals, find resources for support, and maximize equity-earning through the Renter Equity Program

Financial Literacy

Includes classes on budgeting and spending practices, understanding/building/repairing credit, paying taxes, retirement savings/401K, short-term and long-term investing, and preparing to buy a home.

Matched Savings

Includes assistance with enrollment in a Matched Savings Program via First Financial Bank, which offers opportunities to increase savings through 2:1 and 1:1 matched savings plans.

For more information on financial planning, contact Tonya Riddick, Family Financial Coach at triddick@csequity.org or 513-369-0114.