Budget Breakthrough

We believe that effective management of finances requires a high degree of professionalism and expertise, and we are confident that our services can help you achieve this. We will work diligently to identify a representative payee who can manage finances in the most effective and efficient manner, ensuring that beneficiaries receive the support they need to maintain their financial stability.

Our goal is to help you achieve your objectives, and we are committed to providing the highest level of service to meet your needs. Please let us know if you have any questions or concerns.

We offer

Financial Coach

Our coaches can help make an assessment of your current financial situation, and creating a plan for how to reach long- and short-term financial goals.

Workshops & Classes

Financial workshops and classes are provided monthly to help people of all ages enhance their financial skills and create positive banking relationships.

Payee Assistance

Managing finances can be a challenging task, and it's crucial to appoint a reliable and competent representative payee for Social Security and Supplemental Security Income (SSI) beneficiaries who require assistance with a monthly budgeting plan. Our team will conduct a thorough evaluation of representative payees to identify the most suitable candidate, taking into account their qualifications, reputation, and compliance with regulations.

Budget Breakthrough

We offer

Financial Coach

Workshops & Classes

Payee Assistance

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