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Financial Planning Assistance Monsey



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amother
OP


 

Post Wed, May 22 2019, 10:33 pm
Asking for a family member who is struggling to get out of debt: anyone know of any services in the monsey area that help people with financial planning and how to spend responsibly?

Can you please state when answering whether you personally know they are good or just heard of them? I'm ideally looking for chessed organizations that offer this but some of us are happy to contribute to a reputable financial planner with experience in debt if it will help this person get out of this rut.

TIA!
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supermamma




 
 
    
 

Post Wed, May 22 2019, 10:46 pm
I believe Tomchei shabbos has a department that provide these services for free. I remember a while back there
Was an ad looking to train volunteers specifically for this. Hatzlocha
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Cookiegirl




 
 
    
 

Post Wed, May 22 2019, 11:14 pm
You can try Mesila in Monsey- Rabbi Ephraim Pessin is the director. They do charge a small fee but it is a good program for people to work through debt reduction and learning how to budget and manage finances. I have volunteered for them in the past.
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amother
OP


 

Post Thu, May 23 2019, 12:01 am
Cookiegirl wrote:
You can try Mesila in Monsey- Rabbi Ephraim Pessin is the director. They do charge a small fee but it is a good program for people to work through debt reduction and learning how to budget and manage finances. I have volunteered for them in the past.


Thank you! Do you know what kind of people work there/level of expertise?
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Layla2




 
 
    
 

Post Thu, May 23 2019, 12:11 am
I also heard about mesila and their amazing work from a family in monsey that benefitted tremendously from their services
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amother
OP


 

Post Thu, May 23 2019, 9:16 am
Thank you so much! I will pass this information on. If anyone else has any ideas, please feel free to chime in.
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Monsey 10952




 
 
    
 

Post Thu, May 23 2019, 6:44 pm
They have some good and experienced people and some are not so good.

It can also depend on your situation.

You need to ask them to give you a very good one and you will benefit very much from it.

we had 2 coaches until we finally got to the right person.

If there is anything else I can help you reach out to me.
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amother
Burlywood


 

Post Thu, May 23 2019, 6:57 pm
cookiegirl- how long ago did you volunteer? I believe the counselors charge now?
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Monsey 10952




 
 
    
 

Post Thu, May 23 2019, 7:00 pm
They charge $600 and its worth every penny
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amother
OP


 

Post Thu, May 23 2019, 7:48 pm
Thank you! Is there a name of a financial advisor there who you can specifically recommend? Or just generally not at mesila? I want them to get proper guidance.
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Monsey 10952




 
 
    
 

Post Thu, May 23 2019, 7:49 pm
send me a PM I will tell you a name
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amother
OP


 

Post Thu, May 23 2019, 7:55 pm
Monsey 10952 wrote:
send me a PM I will tell you a name


Thanks Monsey. I will confirm if this family member would be interested in going and pm you.
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