Providence, Rhode Island

Schedule Your Confidential Consultation

Ready to take control of your finances? The Veritas Guidance LLC makes it easy to book a confidential financial counseling appointment in person or through secure video.

Tell us a little about your situation. We will match you with the right counselor and respond within one business day.

One business day

That is our usual reply time.

Confidential

Share only what feels useful.

Two formats

Meet in Providence or online.

Providence office
54 Winsor Street, Providence, Rhode Island 02908

No product sales. Advice comes first.

Bright Providence financial counseling office with a private consultation table and welcoming chairs

Connect with The Veritas Guidance LLC

Email us at [email protected] when a written reply works better.

A clear first step

What to Expect in Your First Consultation

The first meeting usually takes 30 to 60 minutes. Bring your questions.

01

Start with your picture

We discuss income, spending, debt, savings, and the pressure points you want to change.

02

Name the next goal

You decide what deserves attention first, such as cash flow, credit, retirement, or a major life change.

03

Leave with direction

You receive initial observations and a suggested next step. The conversation is educational and confidential.

Want to know who may be a good fit? Read more about our approach to financial counseling.

Learn about our team

Your appointment request

Request Your Appointment

Give us enough detail to plan a useful first conversation. Required fields are marked with an asterisk.

Submitting this form sends an appointment request. It does not confirm a time. We will contact you within one business day.

Local office, statewide reach

Serving Providence and All of Rhode Island

Meet us at 54 Winsor Street in Providence or choose a secure virtual appointment from anywhere in Rhode Island.

We regularly work with households in Pawtucket, Cranston, Warwick, East Providence, Woonsocket, and nearby communities.

Providence Pawtucket Cranston Warwick East Providence Woonsocket

Before you book

Booking and Consultation FAQs

Clear answers make the first step easier.

How soon can I get an appointment?

We reply to appointment requests within one business day. We will offer available times and confirm the format that suits you.

What should I bring to my first consultation?

Bring recent information about household income, regular bills, debts, and savings if you have it. A rough picture is enough for the first conversation.

Can I bring a spouse or family member?

Yes. Anyone who shares the financial decisions or goals may join, in person or through the virtual appointment.

Do you offer evening or weekend appointments?

Some evening and weekend times may be available. Mention your preferred schedule in the form so we can check the calendar.

Is my information kept confidential?

Yes. Your form details and consultation conversation are treated as confidential. We collect only the information needed to arrange appropriate support.

Prefer to Talk? Call or Email Us

Call with a quick question or email the details that are easiest to share. We respond within one business day.

Office hours are arranged by appointment at 54 Winsor Street, Providence, RI 02908.