Financial Wellness

 

ESOP Financial Wellness

 

ESOP provides free financial counseling and coaching to empower you to make smart choices with your money. Whether you are struggling with debt, need help organizing your household budget or are planning for your retirement, ESOP can help!

 

Financial Counseling and Coaching

 

One-on-one sessions are available by appointment to help you manage your finances.

Matched Savings Accounts

 

Eligible clients can earn a dollar-for-dollar match up to $500 by engaging in one-on-one financial counseling and attending workshops.

Group Financial Education Workshops

 

Programs provide valuable information for managing your money and are held across northeast Ohio throughout the year.

Lunch and Learn Programs

 

Programs on financial wellness may be scheduled in your workplace. Corporate packages are available.

Free Income Tax Preparation

 

Don’t pay for help preparing and filing your taxes. ESOP can help you for FREE so you keep ALL of your refund. Additionally, if your family earns $50,000 a year or less, you might be missing out on more than $5,800 in Earned Income Tax Credit [EITC] through your tax return. Contact United Way by dialing 2-1-1 and ask to schedule a tax appointment with ESOP.

Call ESOP at 216-361-0718