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Financial Counseling & Resources

MBT has partnered with one of the nation's most respected not-for-profit money management organizations: GreenPath Debt Solutions.  We call this partnership " MBT Community Advantage." Three powerful components are available to our customers - at no charge and without any obligation:  Community Advantage Personal Financial Care, BudgetSmart and CheckRight. 

Click the link below to view financial self-help videos on dozens of topics!
 

Features and Benefits

Community Advantage
 Personal Financial Care:
       

Do you have a money management, credit or debt question? A Community Advantage financial counselor is available to assist you Monday through Thursday, 8 a.m. to 10 p.m. (EST), Friday, 8 a.m. to 7 p.m., and Saturday 9 a.m. to 1 p.m. by calling 1-866-MYBANK9 (692-2659).   Counseling can take place over the phone, or you may make an appointment for personal counseling sessions.  When calling for advice or to make an appointment, be sure to indicate that you are an MBT Community Advantage caller!

BudgetSmart
Budgeting resources and free software:
     

Want to control your money instead of having your money control you?  This easy-to-use software tool uses simple graphics, "pop-up" boxes and bar charts to help you manage your money more effectively. You can use the program to:

  • Establish a budget
  • Track spending
  • View tips for improving areas of overspending or inadequate saving
  • Experiment with "what if" scenarios to determine how a major purchase or change in income would impact your budget.
  • MBT login permissions are pre-loaded so you can simply click to download budgeting software!

CheckRight:       

Especially geared toward individuals just starting out with a checking account or who have had difficulty managing a checking account in the past, CheckRight is a web-based checking account management education module designed to teach you how to manage a checking account. 

MBT Community Connections Newsletter

In This Issue: 
  • Handling Financial Stress
  • Teaching Financial Responsibility

Related Links

 
Financial Management & Counseling Articles:

Displaced Workers Guidebook - Office of Congressman John D. Dingell

Steps to Financial Freedom.pdf

Money Management Systems.pdf

How to Establish Credit.pdf

Be Credit Wise.pdf

 

Personal financial and credit counseling is offered free to MBT customers. Counselors are employees of GreenPath Debt Solutions and not Monroe Bank & Trust. GreenPath is a not-for-profit counseling agency, affiliated with the National Foundation for Credit Counseling (NFCC) and Accredited by the Council on Accreditation for Family and Childrens’ Services. GreenPath has also been a HUD approved housing counseling agency since 1968. Although recurrent financial and credit counseling is free, an individual's adoption of a GreenPath creditor negotiated debt management plan may include State-approved fees based upon the amount of debt managed and the client’s ability to pay. GreenPath Debt Solutions is solely responsible for the appropriateness of the personal counseling offered by its employees and the accuracy of its software solutions. For information regarding NFCC member agencies, visit www.NFCC.org . For information regarding HUD-approved counseling agencies, visit HUD.gov.

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