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Putting the Pieces Together

Are your finances a puzzle?

Catholic Charities' insightful, experienced, certified budget counselors can help you put the pieces together.

Our one-on-one counseling helps families and individuals of all ages, income levels and religions to meet their financial goals.

We also offer workshops and other services throughout the year to find financial solutions for you and your creditors to assist you on your way to financial security.


Getting Started

Our one-hour weekly Info Session describes our program services and what we offer, including our Debt Management Program. Clients are given the necessary paperwork, which a budget counselor goes through so clients understand what we’re looking for. After clients return their completed paperwork to us we set an appointment.

Info Sessions are held from 5 to 6 p.m. on most Thursdays at our Green Bay office, 1825 Riverside Drive, Bona Hall, Room 10.

Download a list of the 2011 Info Sessions pdf_button


We offer:


We help you learn:

  • To plan a budget
  • To better understand your finances
  • How to deal with your creditors and debts with an affordable debt repayment plan
  • New ideas about savings accounts
  • New ways to buy a home and pay-off a mortgage
  • To invest wisely
  • To build a workable spending plan
  • How beliefs about money affect the way you act
  • How to plan for the future and reach your financial goals


The payoff?

  • A healthier, happier family
  • Less worrying about money
  • Less time juggling bills and more family time
  • Improved communication with partner and family
  • Greater sense of financial security

We look forward to helping you ease some of the stress of family finances. For more information, contact one of our offices.

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Licensed and Accredited

Catholic Charities Budget Counseling is a non-profit, community-supported, United Way agency dedicated to helping people solve their financial problems regardless of religious background, race or nationality.

Catholic Charities Budget Counseling is fully licensed by the State of Wisconsin – Department of Financial Institutions. We are accredited by the Council on Accreditation and are a member of the Association of Independent Consumer Credit Counseling Agencies.


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What is COA?

COA accredits organizations delivering child and family, behavioral healthcare, consumer credit counseling, and/or community support and education services. The accreditation process includes self-study and onsite reviews. Through accreditation, Catholic Charities is recognized for providing quality services that comply with nationally recognized best practice standards.

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Services Available

Free Financial Counseling

Personal, confidential meeting with a counselor to review income, expenses, and debt and explore various options. Clients and counselor usually meet on or before each pay period to develop a Spending Plan Worksheet and to review the previous plan. These services are free through the generous support of United Way, the annual Bishops Appeal and other donors.

Financial Counseling Brochure

downloadbrochure

Financial Health INFOPAC pdf_button Budget counseling confidential financial information registration forms to be completed and returned before scheduling an appointment

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Debt Management Services

An entirely voluntary alternative to bankruptcy for both you and your creditors. Our Catholic Charities Budget Counselors are licensed by the Wisconsin Department of Financial Institutions. Your counselor will work to:
  • Stop late and over-limit fees
  • Reduce interest
  • Reduce payments
  • Re-age the account

You make one payment to Catholic Charities Budget Counseling. We pay your creditors. All this for a one-time $25 service fee and a $10 monthly service fee. Creditors help supplement program fees by contributing through Fair Share.


Financial Counseling Brochure, including Debt Management Services

downloadbrochure

Financial Health INFOPAC pdf_button Budget counseling confidential financial information registration forms to be completed and returned before scheduling an appointment

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Bankruptcy Services

Federal law requires completing both a Credit Counseling and a Debtor Education program before filing for bankruptcy. Catholic Charities Budget Counseling is a United States Department of Justice (Executive Office of U.S. Trustees) approved agency for both Eastern Wisconsin and Western Michigan. Please see our brochure for fees, schedule, and registration form.

Approved to issue certificates evidencing completion of personal financial management instructional courses in Credit Counseling and Debtor Education in compliance with the Bankruptcy Code. Approval does not endorse or assure the quality of a Provider’s services.


Bankruptcy Services Classes 2010

See the schedule of our Credit Counseling classes pdf_button

See the schedule of our Debtor Education classes pdf_button

Bankruptcy – Debtor Education Disclosure Form pdf_button



Bankruptcy Services Brochure

downloadbrochure

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Education and Prevention

Catholic Charities Budget Counseling provides numerous workshops and presentations for community members. Offerings include: Credit When Credit is Due, Rent Smart, Money Smart, Get Checking, BSA Personal Management Badge, Mastering the Money Maze, and Homeownership Counseling (in select locations). Classes can also be scheduled at the request of community service providers and presentations can be customized to meet local needs and interests.

See the schedule for our Home Buyer's classes pdf_button

Call Catholic Charities Budget Counseling at (920) 437-7531 for information on our Individual Development Accounts (IDA) Info sessions

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Other Services

Catholic Charities Budget Counseling also sponsors several events throughout the year, including Energy Assistance Outreach Days and Free, Electronic Tax Preparation. Please call (920)437-7531 for dates and appointment times.

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How Are We Doing?

We’re proud to share information about our Customer Satisfaction Scores, awards, new initiatives, and other news in our bi-annual newsletter.

Download our current newsletter

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How Much Does It Cost?

Credit/Budget Counseling Services are FREE through the generous support of your local United Way, the annual Bishops Appeal, and other donors.

Debt Management Services have a one-time $25 setup fee and a $10 monthly service charge built into your payment.

Workshops and Classes vary in cost. Some are free and others have a minimal cost. Not all workshops are offered at every location -- call for list of locations.

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Contact Us Today!

Catholic Charities’ Budget Counseling Program serves all people regardless of religious affiliation from our offices in:

Appleton
(920) 734-2601
214 E. Summer St.

Green Bay
(920) 272-8234 
1825 Riverside Dr.

Manitowoc
(920) 684-6651
206 N. 8th St.

Marinette
(715) 735-7802
844 Pierce Ave.

 

E-mail

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