Financial Wellness Center, a program of Horizons

Empowering Financial Freedom

What is the Financial Wellness Center?

We provide housing counseling and financial literacy programs to people in our community. Horizons’ goal is to improve individual financial capability, as well as raise the level of financial stability in the community.

Is the Financial Wellness Center for Me?

Through classes, seminars, and counseling, we help individuals and families with the following services:
  • Improving credit.
  • Managing a budget.
  • Getting out of debt.
  • Preparing to buy or stay in a home.

Financial Wellness Client Intake Form

Courses Offered

  • Homebuyer Education Course $99
  • Money Management Course $30
  • Post Purchase Homeowner Education $50
  • Foreclosure Education FREE

The course fee is non-refundable.

Payee Intake Form

To be eligible for the program, you must be required by the Social Security Administration to have a representative payee. If you meet this requirement, please complete the attached intake form, provide copies of the documents required, and return at your earliest convenience. Once all information is received, a Horizons representative will contact you to begin the process.

Horizons will schedule an appointment with the SSA to apply as your representative payee once we have received the following items:

  • Completed intake form
  • Copy of identification and Social Security card
  • Guardianship letters of appointment, if applicable
  • Rental lease and/or housing authority paperwork
  • Utility bills (gas, electric, water)
  • Pharmacy bills
  • Mobile phone provider
  • Cable/Internet provider
  • Renter’s insurance

If you cannot complete this form online for any reason, please contact Horizons at 319-398-3943.

Once Horizons has been approved as your representative payee, please update your billing address for the above items to:

c/o Horizons, A Family Service Alliance
P.O. Box 2904
Cedar Rapids, IA 52406

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      Date of Birth(Required)
      Marital Status(Required)
      Highest education completed(Required)

      Benefit/Income Information

      Type of Benefit(Required)

      Are you employed?(Required)
      Do you receive any other types of income?(Required)
      Do you receive Supplemental Nutrition Assistance Program (SNAP) benefits?(Required)
      Case Manager Name
      Do you have a Legal Guardian/Conservator?(Required)
      Do you have a current Payee?(Required)
      Are you currently on probation?(Required)
      Select any of the following assets you have:
      I am authorizing Horizons, A Family Service Alliance to contact any or all of the people, businesses, or agencies listed in this application to verify or discuss any of the information contained in this application. I understand that I must provide the list of required information as part of this application. I understand that Horizons, A Family Service Alliance is not yet my payee, and will not be able to pay any of my bills or provide me funds until they are approved by the Social Security Administration to do so.

      Financial Wellness Center Calculators

      It is our goal to provide you with as much information and as many tools as possible with which to make sound money management decisions. The links below will provide you with valuable knowledge to guide you in taking the steps to positively impact your financial future.

      Helpful Resources

      HUD – U.S. Department of Housing and Urban Development works to strengthen the housing market and end homelessness. Find information about home buying, rental assistance, housing discrimination and more.


      Volunteer with the Financial Wellness Center

      Make a positive impact on the lives of people in our community by helping them achieve and maintain financial freedom.

      See How Your Donation Makes a Difference

      We bought a house!! We got it for $16,000 UNDER the asking price! So it was worth the wait instead of buying this past summer. I spent the past 3 days cleaning and painting the mobile home, getting it ready to sell. Thank you for coaching us for the past three years and helping keep us on track!

      – January 11, 2022