Getting Started

You've taken an important step toward financial wellness.

We're here to support you every step of the way. On this page, you'll find key resources, helpful tips, and next steps to help you make your experience smooth and successful.

 

Client Handbook

Important program details, policies, and answers to common questions.

Your Client Portal

Register or log in to make payments, view balances, monitor your program, and manage your account.

Tips for Success

  • Make your program payments on time each month
  • Review your monthly statements and keep them for your records.
  • Let us know if your financial situation changes.
  • Keep your contact information up to date.
  • Use your Client Portal to stay informed and in control.

Watch our Welcome Video

A short video to help you understand your program and next steps.

Helpful Resources

Explore guides and tools to support your financial wellness and help you reach your goals.

Video Library

Watch short, helpful videos on a variety of topics to support your financial journey.

 

We're Here to Help

Questions? Our Customer Service team is here to help.

Phone: 1.800.772.4557

Email: clientservices@navicoresolutions.org