Schedule an Appointment or Presentation
Are you money Smart?
Take advantage of a free and confidential appointment.
The UTC Financial Wellness Center offers one-on-one meetings for students with our Peer Financial Coaches. These consultation appointments focus on you and your overall well-being as they relate to your financial situation.
Some of the topics may include, but are not limited to, the effects of your financial
situation on your anxiety, stress, personal life, academic life, and social life.
If you are ready to get your personal finances in order, then schedule a meeting with one of our Peer Financial Coaches.
- Log in to MyMocsNet
- Clicking on the Academics Tab
- Click on the Navigate link under Academic Quicklinks (top left corner of page)
- Once in Navigate, click on "Get Advising" button
- Select "Financial Wellness Appointment" from the drop-down menu
- Choose "Financial Wellness" as the reason for wanting to see an advisor
- Select "NAME" for your advisor
- Select the best day/time
- Confirm your appointment
You can also email us at email@example.com.
What to expect in your appointment.
You will be meeting with an extensively trained volunteer peer financial coach for your one-hour session.
Your coach will ask some questions to get to know you, and help you to develop goals and vision for your future.
Next, they will help you to gain a greater understanding of where you stand today financially. For this portion, it may be helpful to come prepared with information regarding any bank account or loan balances.
You will then have the opportunity to work together to create a spending plan to achieve your goals during your time at UTC.
Lastly, you will agree upon a list of next steps that you can each take in moving forward.
Looking for a group presentation?
The UTC Financial Wellness Center is also available to give presentations on various financial topics for students, faculty/staff and community organizations.
Whether you are an RA searching for a great programming idea, you are looking for a practical skills session for your professional organization, you want to engage your fraternity/sorority, or something else, the Financial Wellness Center can present to your group on ways to secure your financial future. All presentations are FREE to you and your group.
Get started by filling out the form below.