Financial Counseling Services

Jars for vacation, house, retirement and college savings with money in them

For more information:
410.282.0261 ext 107

Take control of your financial future by meeting with our housing and financial counselor, Sonya Dease.  Her services are offered at no cost to the client thanks to generous sponsors.

Financial counseling can help prepare individuals and families for home ownership; work on budgets; plan savings goals; improve credit scores and help families and individuals get financially fit.

Reserve your free financial counseling session by making an appointment and completing our interest form.  Our interest form will help Sonya better assist you during your meeting.

Monthly Classes

Sonya hosts monthly financial counseling workshops that provide the foundational knowledge needed to make stronger financial decisions and reach personal savings goals.  Classes typically meet on the second Tuesday of the month and include a featured partner to help identify additional tools and resources individuals can use to meet their goals.

Next Money and Credit Skills Class

Tuesday, March 9, 2021
6pm via Zoom

Sign Up

“I took the webinar class on Money Management with Dundalk Renaissance’s Housing and Financial Counselor, Sonya…After the webinar, I really appreciated getting one-on-one personalized support!

Every suggestion that Miss Sonya gave, we did it at that moment, together. She was really supportive and helpful, we got a lot done while we were on the phone. Even things that I thought wouldn’t work, Sonya told me: ‘Just try it, you’ll be fine.’…And she was absolutely correct!

While we were on the phone together, I was able to refinance my car and open a new credit card account! Now I have a lower car payment — it went from over $600 monthly to less than $500! I’m going to use that savings to prepare for purchasing a home. Sonya at Dundalk Renaissance is really amazing.” –Denise

Free Tax Preparation

Individuals and families who earned less than $57,000 in 2020 are eligible for tax preparation through our partnership with Cash Campaign. Our housing and financial counselor will help you file your 2020 taxes starting February 1.

Tax Documents To Bring To Your Meeting

  • W-2 forms or 1099 for all jobs worked in 2020.

  • Form 1095 A (A health insurance form you may have received in the mail).

  • Tax forms for other income.

  • A copy of last year’s tax return.

  • Any document or information about money from the IRS or State of Maryland.

  • Letter from child care provider with address, tax ID number, name of child and amount paid.

  • Any other tax related documents you have received.

  • Any information about your stimulus checks, please bring a IRS letter, or look in other records to determine how much you received.

 Identifying Documents To Bring To Your Meeting

  • Photo ID for EACH tax payer.

  • Social Security card for EACH family member.

  • Voided check or savings deposit slip to direct deposit your refund. Up to 3 accounts