Our Services

Financial Empowerment

Financial Coaching Assistance to build knowledge and ability to manage money and access financial services.

Our Financial Empowerment Program is here to help you build your money management skills and access financial services. With the support of our program staff and knowledgeable financial volunteers, you can get the help you need to open a bank account, understand your credit report, reach financial goals, and more. Our team will work with you to help you reduce your debt, grow your savings, and gain more financial stability. You can access one-on-one financial coaching, Balance Pro budgeting tools, the Better Tomorrow program, and tax return preparation assistance all through the links below.

One-on-One Financial Coaching

Financial strength doesn’t have to be a dream for the future. Make it happen with your own personal financial coach. At no cost to you, Samaritan House provides financial coaches to work with you achieve your financial goals. Improving your finances can be challenging, but with the support of a financial coach, you can achieve your goals.
Click here to learn more.

Balance Pro Online Financial Resource

At Samaritan House San Mateo, we care about your financial wellness. That’s why we’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. Attend free interactive webinars to learn the basics of financial planning. This free tool offers help you can access on your time, whenever you need it. For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.
Click here to sign up for your account.

The Better Tomorrow Program

Better Tomorrow will help you and your family assess and improve your financial future. Working with a personal financial coach for 8 months, you will have the opportunity to dive deep into your personal finances and determine where you are, and where you want to go. Earn cash and other incentives along the way by attending monthly webinars and financial trainings!
Click here to learn more about the Better Tomorrow Program. Click here to apply.

Tax Return Preparation Assistance

Each tax season, Samaritan House partners with the United Way’s VITA (Volunteer Income Tax Assistance) program to provide tax preparation help. This service is provided free of charge. The average refund for participants is $1,700.

To learn more about the program, click here. To get started on your free tax preparation, please click here.

Can you be a Financial Assistance Volunteer?

Volunteers are an important part of all of our Financial Empowerment initiatives. You do not need to be a financial services professional to volunteer as a coach, or in the VITA tax return assistance program. We are looking for individuals with a desire to use their own money management experience to help others, and who want to learn or enhance coaching skills. If you have any questions about becoming a volunteer Financial Coach or VITA volunteer, please email our financial empowerment program staff at feprogram@samaritanhousesanmateo.org prior to submitting an application.

To begin the process of volunteering, please visit our Volunteering Pages.

$1,700 Average tax refund to each family

Locations

Samaritan House

  • By appointment only.
    Call 650-347-3648 to make an appointment with a Volunteer Financial Coach.

    Solo por cita. Llame al 650-347-3648 para hacer una cita con un asesor financiero voluntario.

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