TPTF Client Services

Enrollment Checklist

  • Open savings account with a bank of your choice
  • Send bank account information to TPTF
  • Fill out current budget information
  • Request initial meeting with financial counselor

Monthly Checklist

  • Save monthly in your savings account
  • Monitor monthly progress

Quarterly Checklist

  • Save monthly in your savings account
  • Send 3 month bank statements to TPTF
  • Set up meeting with financial advisor
  • Register for upcoming workshop event
  • Submit quarterly reflection sheet

Final Checklist

  • Check savings points and see if they are matched
  • Complete last follow-up with financial counselor
  • Submit final reflection sheet

To speak with one of our staff members, please contact TPTF at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

“Goal setting and acting upon it, is the key to the financial success. Based on a study by Harvard business school, 13% of students with unwritten goals were earning on average 2 times as much as the 84% with no goals. The 3% of students with written goals were earning on average 10 times as much as the 97% with either no goals or unwritten goals.”