Financial Wellness Program

After years of educating and helping tens of thousands of consumers get out of debt, PlanFirst has designed the Financial Wellness Program (FWP). The FWP is a customized approach to understanding the individual consumer’s needs and providing all the education, services and counseling required.

The approach starts with a one-on-one counseling session where a Budgeting Analysis is performed and financial and educational solutions are determined. Then PlanFirst matches the required financial and educational products up with the consumer’s needs to provide the desired solutions.

Some of the FWP products and services include:

• Education - PlanFirst provides all consumers entering its FWP the TakingControl education program. This comprehensive online financial education program consists of three education courses including the Adult, College Student and High School Student courses. In addition to the three courses, there is an Interactive Learning Center that provides interactive help to learning the educational material. For additional help you can always count on PlanFirst counselors to help you. Click to find out more.

• Creditor Planned Repayment- PlanFirst understands that there are many creditor planned repayment options available to the consumer depending on their particular situation. PlanFirst has designed a comprehensive package that gives the consumer the best Creditor Planned Repayment options available today. These options are offered at substantial savings to the consumer and are available as a member of the PlanFirst FWP. Click to find out more.

• Identity Theft- As a member of the PlanFirst FWP you will be provided with the most comprehensive Identity Theft protection available. We believe this protection is so vital that we include it free of charge as a member. Click to find out more.

• Auto and Home Debt- PlanFirst also has financial solutions to saving lots of money and being out of debt faster if you are currently making an auto payment or a mortgage payment. The savings in money and time are significant. Contact PlanFirst to find out more.

• Real Budget Saving Tools- As a member of the PlanFirst FWP, you are provided with tools that save you money today and help you build a better financial tomorrow.

Contact PlanFirst today to find out all about our Financial Wellness Program (FWP) and how we can help you.