Get A Game Plan

Financial Wellness Program: 
Better Money Management

Looking to better manage your money? Get your head in the game with a Financial Coach.

Our Coaches can help craft a game plan, giving you a path to financial success. Whether you're a Visions member or not, you can sit down with a Financial Coach eager to listen to your unique situation and help. Your financial champion will cover all the bases so you can win at personal finance.

Your Steps to Success

  1. Connect with the Financial Wellness Team Below
  2. Discuss Financial Needs and Goals
  3. Schedule One-on-One Sessions with a Financial Coach
  4. Create a Personal Finance Game Plan
  5. Implement that Strategy Using Visions Resources
  6. Follow Up and Look at Progress
  7. Continue to Build and Grow Financial Literacy


Let's Get Started

Please provide some basic information and a Financial Coach will contact you. Do you have an organization, business or school you'd like a Financial Coach to visit? We offer one-on-one services for members, employees and students! Fill out the form to make arrangements.

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Financial Wellness Video Series

Visions' Cash Clips YouTube Series offers helpful hints and pro tips to manage your personal finances. These bite-sized clips are full of financial advice and can help you become a smarter money manager.

Educational Resources

Financial Wellness Seminars

Visions' financial wellness programming extends to public education. The Wallet Wellness program includes free seminars in communities across our credit union's three-state footprint of New York, Pennsylvania, and New Jersey. Are you an educator? Connect with our team to have us host a presentation in your classroom!

Budgeting Worksheets

These printable PDFs will help you budget and plan with options like annual overviews, monthly calendars, yearly expenses, debts, and more. We also offer worksheets for savings and goals along with checklists and expense trackers.

Financial Literacy App

Zogo is a gamified financial literacy app that rewards users for completing bite-sized lessons on intelligently saving, spending, and managing their money. Earn points while you learn and trade them in for gift cards!

Ready to dive in and learn more? Visit our Wallet Wellness page!

Referral Program

Get rewarded for sharing Visions with your friends and family.

Get $25 when they open an account!

Refer Now

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