Financial Wellness at Work - LifeStream | United Way of Greater New Bedford

Meet Your Financial Wellness Coordinator

Hello! I am Dora, United Way’s Financial Wellness at Work Coordinator. I am looking forward to working with the team at LifeStream. I understand the importance of financial well-being in your life, and am here to support you on your journey towards financial success. As your dedicated financial coordinator, my mission is to empower you with the knowledge and tools needed to make informed decisions about your finances.

Whether you're just starting to plan for your future, seeking guidance on budgeting and debt management, or anything in between, I am here to help. With a personalized approach, I can tailor your plan to meet your unique financial goals and aspirations.

Your financial well-being is a priority and I am excited to embark on this journey with you. I will be onsite on Tuesdays, so we can work together to build a strong financial foundation that empowers you to achieve your dreams.

I am also here to connect you with local resources. Whether you are looking for support for your children or elderly parents, or looking to buy your first home, I am here to point you in the right direction.

If you have any immediate questions or would like to schedule a one-on-one meeting contact me directly at 774-762-8315 or dlima@unitedwayofgnb.org.

Dora Lima

What is Financial Wellness at Work?

The Financial Wellness at Work Program embeds trained United Way coordinators in the workplace to meet individually with employees to provide confidential coaching, year-long workshops, and access to resources to enable employees to make informed money decisions and set financial goals.

What can Financial Wellness at Work Provide?

Workshops at your Workplace
Topics include How to Manage Your Money, Designing a Budget, Spending and Saving, Protecting Your Credit Rating, Debt Management, and more.
One-on-One Weekly Coaching
Confidential meetings with a trusted advisor who can help you solve a problem, access resources, or reach your personal goals.
Small Dollar Loan Program
If needed, together with Taunton Federal Credit Union, set up a low-cost, small-dollar loan managed through payroll deductions.

Taunton Federal Credit Union