Empowering and Strengthening Ohio's People (ESOP)

Empowering and Strengthening Ohio's People (ESOP)
Point of Contact (Public)
Michael Billnitzer
Phone Number
216.373.1854
Email Address mbillnitzer@benrose.org
Year Started Offering Service
2014

Key Features

Type
Non-Profit
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
Select cities or counties
Geography Detail
Northeast Ohio
Pricing Options
Employer pays for service
Employer pays per user
Size of Employer Served
All sizes
Are services accessible for non-English speaking employees?
Yes
Description

ESOP offers one-hour “Lunch and Learn” financial workshops, delivered at an employer or organization’s site. We can service multiple-shift organizations.

FINANCIAL COACHING SESSIONS: One-hour coaching sessions plus a two-hour comprehensive financial assessment and intake. Clients’ coaching sessions are geared towards clients' goals.

 

Services include:

  • Initial Comprehensive Financial Assessment
  • Benefits Assessments
  • Credit Report Assessment and Action Plan
  • Initial Assessment and Review of Income, Expenses and Spending Trends
  • Savings and Assets Assessment

Setting Goals Coaching Session Topics:

  • The Process and Tools to Track Expenses
  • Developing a Budget and Spending Plan
  • Review Financial Organization Concepts
  • Income
  • Financial Products and Services
  • Establishing and Growing Emergency Savings
  • Personality, Behavior and their Impact on Spending and Saving
  • Reading and Interpreting a Credit Report
  • Final Goal Review and Certificate of Completion

 

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