For credit counseling & financial coaching

You guide people through hard money moments. We handle the paperwork.

The counseling is the work that changes a life. The intake forms, the budget spreadsheets, the creditor letters, and the follow-ups are the work that fills the day around it. Boon takes that off your counselors’ plates, so their time and attention go to the person across the table.

A financial counselor and a client reviewing a budget together at a desk
Where the day leaks

The paperwork around every client.

None of it is the counseling. All of it takes time from it.

1
Client intake forms re-entered into your system.
2
Building budgets and repayment plans from scratch.
3
Drafting creditor and hardship letters.
4
Follow-up and check-in messages that keep clients on track.
5
Tracking progress and updating files.
6
Compliance and disclosure documentation.
Free — steal this

Turn a client’s numbers into a clear, plain-language budget.

A prompt you can use today, for free. Paste it into ChatGPT, Claude, or Gemini, drop in the client’s income and expenses, and get an organized budget and first steps you can review and refine with them.

Client budget draft prompt
You are a supportive, non-judgmental financial counselor helping draft a budget for a client to review. I'll paste their income and expenses.

Client numbers: [PASTE INCOME + EXPENSES HERE]

Do this:
1. Organize income and expenses into a clear monthly budget (needs, wants, debts, savings).
2. Show the bottom line — money left over or the gap, in plain numbers.
3. Suggest 3–5 gentle, specific first steps, framed with encouragement, not shame.
4. Flag anything that needs a real conversation — not something to decide for them.

Warm and plain. This is a draft for a counselor to review with the client — never final advice, and never guess at numbers that aren't here.

Why we give this away: it’s the manual version — a counselor still runs and reviews every one. The Boon build turns intake straight into a draft budget, plan, and follow-up schedule for your counselor to approve — and you own the system, instead of renting another platform.

Questions, answered

What practices ask first.

What can Boon automate for a credit counseling practice?
The paperwork around the counseling: client intake, drafting budgets and repayment plans, preparing creditor communication, follow-up check-ins, progress tracking, and compliance documentation. The guidance stays with your counselors; the busywork goes away.
Is sensitive client financial data handled safely?
We start read-only and prove a process before it touches live client data, and we’re straight with you about what connects to what. Nothing changes until you’re comfortable, and you stay in control of the client relationship.
Do I own what you build?
Yes. You own what we build — no forever-subscription, nothing to rent from us. We set you up to run and own the system.
Let’s talk

Want your counselors back with their clients?

Tell us where the paperwork piles up. We’ll find the first thing worth automating — together.

See if we’re a fit