Create a Realistic Budget

You and your Clarifi Counselor will take a fine-tooth comb through your income, living expenses—all of them—and whatever debt you have. We’ll also see if your income covers all your monthly expenses. With all that information, we’ll help you create an Action Plan so you can get a savings plan together, put some of that debt behind you and reach some other financial goals.

Some people discover how to really manage money for the first time, so that money doesn’t manage them.

Here's what we'll do at our first meeting
  • Verify and detail all of your current income
  • Look at where all that income goes, and think about how you might prioritize your spending habits
  • Let’s see if your income covers your essential monthly expenses
  • Collect all your debt account statements and look at the total
  • We’ll talk about all your options based on your individual financial circumstances
Make an appointment now

Or call us at 215-563-5665.
We're ready to help.

Appointment Information
  • 1-hour session; available in-person or by phone
  • Arrangement can be made for hearing impaired
  • Fee: No Charge  
Can Clarifi help me learn the basics of investing?

Yes, our certified Chartered Retirement Planning Counselors can help you create a path to retirement with both short-term needs and long-term goals in mind.  

I missed the enrollment period to enroll in health coverage through the Marketplace. Do I have any options?

You may be eligible to enroll in health coverage during the Special Enrollment Period if you or someone in your household experienced one of the following:

  • Got married
  • Had a change in household size due to separation, divorce or death, and lost health insurance as a result
  • Had a change in residence
  • Lost health insurance
  • Turned 26 and we no longer eligible to be on your parents' healthcare plan
  • Became a U.S. citizen

Learn More

Meet our Counselors