My Money Plan

Do you feel stuck in a rut? Not sure how to get out of debt? Do you need a plan? Let us help. Any time during the year, simply dial 2-1-1 to arrange a free My Money Plan session. A friendly, qualified financial advisor will meet with you one-on-one to discuss what steps you can take to reach your life goals and become more financially stable. The My Money Plan is also a great tool to help you decide the best way to use your tax return money.


What is a My Money Plan?

My Money Plan is a free, one-on-one, one-hour session with a trained My Money Planner. In just one hour, you get a realistic budget that you help create, an action plan to help reach your goals, and information on additional resources to help you along the way.

Who can use the My Money Plan?

Anybody who wants to get on the right track financially!

Where do I get a My Money Plan?

My Money Planners can meet with you at a variety of locations in Davidson County, such as nonprofit organizations, banks, and public libraries. A location will be chosen for you based on your transportation needs.

How do I get a My Money Plan?

If you are ready for a session, dial 2-1-1 on your phone and ask for a "My Money Plan." You will then be given the phone number of a partner organization that will schedule you're My Money Plan session with a My Money Planner near you. Then just show up at the location and time that was selected for you.

To make the most of you one-hour session, bring a list of your monthly expenses with you.

 

 

 

Nashville Alliance for Financial Independence
250 Venture Circle, Nashville, Tenn. 77228
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phone: 615.780.2444   Fax: 615.780.2426   e-mail: nafi@unitedwaynashville.org
2008-2010 Nashville Alliance for Financial Independence

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