One to One Financial Counseling

Penny Forward’s unique approach to financial counseling bridges the gap between expertise and experience, offering tailored support specifically designed for the blind community. Our team of financial counselors, all accredited with the prestigious AFC® (Accredited Financial Counselor) certification, stand at the forefront of financial education and empowerment for individuals navigating financial challenges with visual impairments.

Why Choose Penny Forward?

Empathy Meets Excellence

At Penny Forward, we understand the unique financial challenges faced by the blind community. Our counselors are not only equipped with lived experience of blindness but also hold the esteemed AFC® certification, ensuring a deep understanding of both the emotional and practical aspects of financial management.

AFC® Certification: The Gold Standard

The AFC® certification is recognized as the pinnacle of achievement in the financial counseling and education sphere. This certification entails a rigorous and comprehensive program designed to equip financial professionals with the skills and knowledge needed to excel in their field. As AFCs, our counselors are committed to providing advice that’s both research-backed and rooted in real-world application.

AFC® Core Competencies

  • Set the Stage and Gather Client Information
  • Assist our Clients in Creating Action Plans
  • Develop Financial Statements, Ratios, and Spending Plans
  • Manage Money
  • Manage Credit and Debt
  • Educate our Clients about Major Acquisitions
  • Manage Financial Risks
  • Discuss Investment Basics with our Clients
  • Educate our Clients about the Financial Aspects of Retirement and Estate Planning

Our Approach

Understanding Through Experience

Our counselors’ lived experiences with blindness give them unique insights into the specific financial challenges and opportunities faced by our clients. This personal understanding fosters a supportive and empathetic counseling environment.

Rooted in Research, Guided by Expertise

The path to becoming an AFC® is demanding, emphasizing not just the acquisition of financial knowledge but also the application of this knowledge in diverse contexts. Our counselors’ strategies are informed by the latest research and guided by industry experts, ensuring that you receive not only empathetic support but also professional advice of the highest caliber.

Cultural Competency

Recognizing the importance of diverse backgrounds, perspectives, and experiences, our financial counseling incorporates a lens of cultural competency. This approach ensures that we understand and respect the unique circumstances and challenges faced by each client, tailoring our advice to suit individual needs.

Services Offered

  • Personalized Financial Counseling: Tailored financial advice that considers your unique situation, challenges, and goals.
  • Educational Workshops and Seminars: Engaging and informative sessions designed to equip you with the knowledge and skills to navigate your financial journey confidently.
  • Ongoing Support and Resources: Access to a wealth of resources and continuous support to help you stay on track towards your financial goals.

Join Us

Embark on your journey to financial empowerment with Penny Forward. Our team of blind AFC® certified counselors is ready to guide you through every step of your financial journey, combining lived experience with unparalleled expertise. Discover how our personalized, empathetic, and knowledgeable approach can transform your financial future.

For more information about our services and how we can assist you, please Schedule An Appointment. Together, we can move forward towards financial independence and empowerment.

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