Personal and Confidential Assistance

Introduction

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.

Services

One on One Financial Counseling

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!

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

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

Referral Program

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Get $25 when they open an account!

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