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Dandelion Leaves

SENIOR FINANCIAL NAVIGATOR

The Senior Financial Navigator Program is a free service connecting Milwaukee County residents with trained Financial Coaches to receive one-on-one coaching with managing their financial issues. Coaches help clients:

 

  • Meet daily living expenses

  • Maximize income

  • Manage Debt

  • Budget for loss or reduction of income

  • Access other social services

The Coach and client will identify next steps during the session.

Our next steps

Review your finances

Make a budget

Get connected to resources

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Financial Services to Manage your Money

The Senior Financial Navigator program provides one-on-one financial counseling to assist senior Milwaukee County residents transitioning to a fixed income or:

  • have lost a spouse

  • lack access to credit

  • have difficulty budgeting

  • need assistance opening or maintaining a financial services account

  • need assistance navigating financial services to increase their financial wellness

Trained Coaches provide structured guidance helping older adults strategize to address disruptions to their income and other financial concerns. We provide assistance managing expenses, prioritizing payments, and maximizing income by ensuring receipt of federal, state, and other benefits.

SENIOR FINANCIAL NAVIGATOR FLYER

The Senior Financial Navigator initiative helps residents deal with financial issues.

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Funders

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Call 414-882-7430 or Sign Up Online

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Contact

518 E Concordia Avenue

Milwaukee, WI 53212

414-882-7430

info@RiverworksMKE.org

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Hours

Monday - Friday

9:00am - 5:00pm

By Appointment Only

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