Savings & Credit Programs

Are you struggling financially and don’t know where to turn for assistance?  Do you just want to learn how to better manage your finances?   

Our coaches and counselors can direct you on a course for stability and help you understand your unique financial situation through:

  • Credit Coaching-building and rebuilding your credit to help you save money maximize your borrowing potential

  • Budgeting and Building a Savings Plan

  • Debt management including credit card, student loans, and more

  • Tailored-to-your-needs Financial Coaching

  • Tax preparation through our Volunteer Income Tax Assistance program 

  • Money Conversations Workshops: Get more comfortable learning and talking about money. Check out our Workshops and Training tab for our class schedule.

We work with individuals and couples on their personal and family finances as well as business finances for small business owners. We guide you through a variety of strategies, including savings and budgeting tools, and pull your credit report for both personal and business purposes. 

Make an Appointment Today!

We are now accepting in-person appointments for financial coaching. Masks are required. We also provide phone and Zoom consultations. There is no cost for our services if you meet our income eligibility requirements; however, we do not turn anyone away.

In Washington and Orange counties, contact Rosie Manning at 802-636-7752 or rmanning@capstonevt.org

In Lamoille county, contact Mary Johnson, "The Money Coach" at 802-760-8209 or mjohnson@capstonevt.org

Our Training

Capstone has two AFCPE Accredited Financial Counselors and two AFC Candidates in training on staff in the Barre office.

Who is AFCPE? Formed in 1983, the Association for Financial Counseling and Planning Education is the Nationally Recognized Leader in Financial Counseling and Education. Counselors are trained to work with clients through life-cycle financial education to create lasting behavior impact. AFC certification represents the highest standard in the field of financial counseling and education.

Workshops

Money Management

Money Conversations 11/16-12/14

Fun and Free lunchtime sessions for anyone looking to learn about money management.

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