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Financial Consultation

Need help with a specific financial matter? Our EAP clinicians can connect you with a certified financial expert for a free, 30-minute telephonic consultation.

EFR’s Financial Consultation benefit enhances financial well-being by providing access to expert financial guidance and resources. Our comprehensive services help employees and their families manage their finances more effectively and achieve financial stability. Through our program, employees gain the knowledge and confidence to handle a wide range of financial concerns.

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Common Calls for Financial Consultation

No question is too big or small — if it’s about your money, we’re here to help.

Need help with a financial matter? Our EAP clinicians can connect you with a certified financial expert for a free, 30-minute telephonic consultation. This initial consultation provides personalized advice tailored to your unique financial situation.

Budgeting and Planning: Assistance with creating and managing budgets, setting financial goals, and developing effective strategies to achieve them, ensuring financial stability and growth.

Debt Management: Guidance on managing and reducing debt, including credit card debt, student loans, and other financial obligations. Our experts provide strategies to help you pay down debt efficiently and avoid future financial pitfalls.

College Tuition Planning: Expert advice on saving for college tuition, understanding financial aid options, and planning for education expenses to minimize financial stress on your family.

Bankruptcy Advice: Support and guidance on navigating the complexities of bankruptcy, understanding your options, and planning for financial recovery.

Loan Management: Insights into different types of loans, including personal, home, and auto loans. Our experts help you understand loan terms, find the best rates, and manage repayments effectively.

Investment Advice: Insights into investment strategies and options to help employees make informed decisions about their financial future, balancing risk and reward to grow their wealth.

Tax Planning: Support with understanding tax obligations, maximizing deductions, and preparing for tax season, ensuring compliance and optimal returns.

Self-Help Financial Resources

Employees have unlimited access to an exclusive financial website and its services, which includes:

  • Enhanced financial forms
  • 5,000 frequently updated forms
  • 45 financial calculators
  • Professionally written articles
  • Frequently Asked Questions (FAQs)
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