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What will I need for my first financial planning session with GreenPath?

You can download this GreenPath Checklist to prepare yourself for your 45-minute call.

One of the first things a counselor will do with you is put together your budget. Having an idea of your income and expenses is helpful. If you have billing statements handy, even better. It can also be helpful to make a list of questions and goals.

Check out our GreenPath Counseling page for more information.