Improve Your Finances

Be a Better You!

Feeling confident and secure in your financial situation contributes to your overall well-being through less stress and financial anxiety, and often less conflict around financial issues and more positive money behaviors. ASPIRE financial service providers can provide assistance to individuals, couples, and families who desire to improve their financial situation. Whatever your goal, service providers are here to analyze your entire financial situation and help you to develop a plan for reaching these goals. ASPIRE financial providers can assist with:

  • “how am I doing?” financial check-up
  • improving your financial behaviors and your relationship with money
  • managing your debt
  • managing student loans
  • developing a spending  plan or budget
  • balancing your income and expenses
  • checking or correcting your credit report
  • improving your credit score
  • tax planning
  • buying a car or home
  • joining finances together and exploring couple financial concerns
  • saving money
  • learning new financial skills
  • improving money management
  • communicating more effectively about finances with your partner or family
  • retirement and investment education

 To clarify the scope of our services, there are also specific things that our financial services do not cover. They include:

  • filing bankruptcy
  • specific investment advice - we only provide general education on investing.

For specific investment advice, you can identify a licensed investment professional through the following organization: http://www.napfa.org

More information can be found at Our Process and Fees.


Free Tax-Filing Assistance

The Volunteer Income Tax Assistance (VITA) program provides tax-filing services at no cost from January-April each year. UGA's College of Family and Consumer Sciences is teaming up with Georgia United Credit Union and Action Ministries to provide Athens area residents with free income tax preparation. Your taxes will be completed by UGA's Financial Planning and Accounting students who will walk you through every step of the process. Schedule your appointment today! Read More

Improve Your

Faculty

Joe Goetz Joe Goetz

Dr. Joe Goetz is certified retirement counselor and supervisor of financial education and counseling services at the ASPIRE Clinic. Read More

John Grable John Grable

Dr. John Grable is a certified financial planner and a lead researcher at the ASPIRE Clinic. He is also the Director of the Financial Planning Performance Laboratory. Read More

Lance Palmer Lance Palmer

Dr. Lance Palmer is both a Certified Public Accountant and Certified Financial Planner and serves as a clinical faculty supervisor for ASPIRE Clinic outreach programs, including the Volunteer Income Tax Assistance (VITA) program and financial coaching. Read More

All Faculty