MoneySite is a product of the Enterprise Financial Pathway Corp.(EFPC) - A newly founded subsidiary of the nonprofit Enterprise Foundation. Jim Himes is the Director and chief architect.
MoneySite Provides new affordable options for help in preparing tax returns. And assists clients to begin financial planning in the process. MoneySite, a new financial services program, will assist clients with tax returns and use the information gathered in the process to start a dialogue tailored to each client's monetary situation. The dialogue will include screening for public benefits, such as food stamps, health insurance, or Medicare, for which clients may not know they qualify.
MoneySite counselors will also work with clients to develop financial plans to help achieve their long-range goals;(credit counseling as a segway) homeownership, opening a business, or simply saving for education or retirement.