Financial Coach And Research Assistant
Merrimack College Financial Capabilities Center
Lawrence, Ma
• Center is nationally recognized as the 2016 AFCPE Outstanding Counseling and Planning Center award recipient • Responsible for three clients from the Lawrence area for the duration of the semester • Work with clients to establish a financial goal, monitor the goal, and achieve the goal • Teach clients about basic financial tools including budgets, credit reports, loans, etc. • Assist in Research regarding Lawrence area financial services