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Financial Counseling & Presentations

Helping others achieve financial success

Financial Counseling & Presentations

Family Trust is dedicated to being your financial partner throughout all stages of life, whether you are in a comfortable position or have fallen on hard times and need direction on how to move forward.

Certified Financial Counseling

Our certified Financial Counselor, Sharon Brooks, is qualified to offer credit union members the following services at no additional cost:

  • Preventive Counseling: We can help evaluate your current financial status and offer budgeting and savings advice. Ideal for students, newlyweds, and others.
  • Budget Counseling: Developed for those facing financial difficulties. We can help you regain control of your finances through effective budgeting.
  • Credit Counseling: We can review your credit report and provide advice on how to address problems and build strong credit.
  • Productive Counseling: Build wealth by adhering to a flexible spending plan, personalized to fit your financial goals.

Sharon-brooks

Sharon Brooks
Certified Financial Counselor

To schedule an appointment, please complete and submit the form below. If you have questions, please contact Sharon at 803-367-4100 ext. 2161.

Schedule Your Free Appointment

School

Financial Education For The Classroom

It’s never too early for kids to learn about saving money. Experts agree that early financial education is the key to developing money-smart adults. With Family Trust’s free, financial presentations, it’s a fun way to bring financial education into your classroom. To request more information, please complete and submit the form below.

Schedule Your Presentation

Work

Workplace Learning

Family Trust is able to offer on-site presentations for employers in York County. These include topics such as credit scores, budgeting, debt consolidation, identity theft, basic investing, 401k options, and more. To request more information, please complete and submit the form below.

Schedule Your Presentation