The Village Family Service Center
The Village Financial Counselors who worked with each of the Forum Financial Fix-up families had a few final words they wanted to share.
Joshua Huffman, financial counselor for Annette and John Graves
Annette and John fully invested themselves in this process. After fully tracking their expenses for 30 days, we reviewed their budget using the newly tracked figures. It was an eye-opening experience for them to identify their actual monthly expenses. They are fully committed to making changes wherever necessary and have made great progress already. I think this experience was a valuable one, and I am confident they will continue to improve their situation. Congratulations John and Annette!
Tracy McFarlane, financial counselor for Steve and Meghan Dockter
I want to thank all three of our featured families for their willingness to share the details of their personal finances with our readers. Through this process you have encouraged others to reflect on their personal situations; and through your blog posts you have introduced some of the invaluable basic budgeting skills and tools that promote positive change.
The Dockter’s were not able to meet with me after their initial appointment because of their hectic schedules, but I look forward to meeting with them in the future. I wish them success in their journey and encourage them to continue to schedule time each week to sit down with each other to discuss their finances.
Morgan Almer, financial counselor for Nathan and Brenda Richman
I believe the Richman’s will be very successful in their financial future going forward. The goals they set were what I consider SMART goals. Goals that are Specific, Measurable, Attainable, Realistic, and Timely. To some degree, the financial counseling sessions did more to affirm the financial decisions and lifestyle changes they had already made, than to offer new ideas. If they follow the advice provided by the financial planners at State Bank and Trust, they will be well on their way to achieving their long-term goals of retirement planning and saving.
Thank you to Sherri Richards and The Forum for inviting The Village to participate in this worthwhile series, and to each of the families for opening up their financial lives to the Forum and blog readers. That is not an easy thing to do.
If you have questions about your own financial situation, contact The Village at 701-235-3328, 1-800-450-4019 or www.HelpWithMoney.org.