Woman Teaching

Personal and Confidential Assistance

Life happens. Whether you've found yourself struggling with debt, want to improve your credit score, or are just looking for a financial refresher, we're here for you.

Regardless of your financial position or credit union membership status, our one on one financial counseling program is free, flexible, and confidential.


Meet our Financial Wellness team:

Colleen Barton

Colleen Barton
NY Region

Contact Colleen
Yanela Tejada

Yanela Tejada
NJ Region
Hablo español

Contact Yanela
Gustavo Cepeda

Gustavo Cepeda
PA Region
Hablo español

Contact Gustavo
Raquel Almodovar

Raquel Almodovar
PA Region
Hablo español

Contact Raquel

Our team of nationally accredited counselors* will work with you to develop a personalized action plan and give you ongoing support to achieve your financial goals – at any stage of your financial wellness journey. Free, confidential counseling with a compassionate, understanding approach and flexible scheduling that works for you!

*Certified Credit Union Financial Counselors (CCUFC) accredited by the Credit Union National Association (CUNA)


We can assist you with:

  • Understanding basic financial principles
  • Learning money management
  • Creating financial goals
  • Managing debt and financial stress
  • Creating a budget
  • Understanding your credit score
  • Preparing to become a homeowner
  • Exploring financial resources

Ready to get started?

Email Us Today!


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