Financial Wellness Program

We’re here to assist you on your journey toward financial freedom. To get started, access our skill-building web tool below, or scroll for more information.

Access The Navigator

Our goal is to help your financial wellness take flight by providing you with outstanding tools, resources and coaching. Financial education has always been one of our staples, but our Financial Wellness program allows us to help our members in so many new ways.

Wellness Check-up

Life can sometimes bring unexpected financial hardships. Our Financial Wellness Department Coaches and Advocates are here to help you maintain momentum and continue to rise above any previous credit issues. Our Wellness Check-Up gives you the opportunity to meet with a Financial Wellness coach/advocate. This personalized service offers you:

  • Access to Credit Union Certified Financial Counselors
  • Experts in financial assistance for bruised credit situations
  • Advanced financial indebtedness solution assistance
  • Credit report review
  • Budgeting assistance
  • Continuous accountability, support and guidance

You’ll also sign an agreement that authorizes us to review your credit report with you, and pull a new report if necessary.

Click here to download our Program Agreement

Are you ready to get started on the path to financial freedom? Call us today to speak with one of our Financial Wellness team members at (833) FIN WELL or (833) 346-9355.

Flagship Financial Group

Our trusted financial advisors will help you plan and prepare for your future by helping design investment portfolios, guiding you with retirement solutions and more.

FFG offers:

  • Complimentary consultations
  • Insurance, investment and retirement planning
  • Advisors with a unique perspective as they are airline employees themselves

To find out more about Flagship Financial Group and how they might be able to assist you:

Visit with an advisor or learn more

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. OSJ: 4151 Amon Carter Blvd., Fort Worth, TX 76155.

The Navigator

The Navigator* web portal is designed to help your financial wellness plan take flight. It will serve as your online, interactive guide to help improve your personal financial knowledge and direct your financial path. Here is a sample of what you will find when you access this skill-building web tool:

  • Personalized action plans
  • Interactive courses
  • Easy-to-use calculators and budgeting tools
  • Live webinars

Click here to get started in The Navigator. It takes only a few minutes to go through the initial assessment. Once you have completed your profile, this will launch your financial wellness journey where you can explore the vast wealth of knowledge contained in this interactive skill-building web tool.

Educational Seminars

Sometimes information can make the difference between a good plan and a great plan. Our free educational seminars offer the boost you need to achieve greater heights in your financial plan and goals. Brought to you by our Financial Wellness coaches, advocates and subject-matter experts, you can enjoy:

  • Live, on-site, finance and credit-impacting seminars
  • Lunch and learn on a multitude of finance-related topics

Click here to see upcoming seminars

 

Emergency Savings Fund

Everyone has unexpected expenses, and all too often they come at very inconvenient times. To help prepare for those rainy days, we created an Emergency Fund Savings Account. Benefits include:

  • Dividends earned on every dollar
  • No minimum balance
  • No monthly service fees
  • The ability to set up a monthly recurring deposit of a specified amount you determine, or make deposits on your own

 

Open yours today! Log into online banking and select “Apply Now” then “Open Accounts.”

Credit Monitoring

We’ve teamed up with SavvyMoney® to offer you free credit monitoring** to keep your finances on your planned path and empower you to continue your upward trajectory. This service includes:

  • Free access to your credit report
  • Free access to your credit score
  • Analysis of factors that impact your credit score
  • Daily monitoring of key changes to your credit file

To get your free credit report and score:

  • Log in to your account through online banking or your mobile app.***
  • Once there, click on "Financial Wellness" then "Credit Monitoring" to sign up for SavvyMoney today.

Wellness Check-up

Life can sometimes bring unexpected financial hardships. Our Financial Wellness Department Coaches and Advocates are here to help you maintain momentum and continue to rise above any previous credit issues. Our Wellness Check-Up gives you the opportunity to meet with a Financial Wellness coach/advocate. This personalized service offers you:

  • Access to Credit Union Certified Financial Counselors
  • Experts in financial assistance for bruised credit situations
  • Advanced financial indebtedness solution assistance
  • Credit report review
  • Budgeting assistance
  • Continuous accountability, support and guidance

You’ll also sign an agreement that authorizes us to review your credit report with you, and pull a new report if necessary.

Click here to download our Program Agreement

Are you ready to get started on the path to financial freedom? Call us today to speak with one of our Financial Wellness team members at (833) FIN WELL or (833) 346-9355.

Flagship Financial Group

Our trusted financial advisors will help you plan and prepare for your future by helping design investment portfolios, guiding you with retirement solutions and more.

FFG offers:

  • Complimentary consultations
  • Insurance, investment and retirement planning
  • Advisors with a unique perspective as they are airline employees themselves

To find out more about Flagship Financial Group and how they might be able to assist you:

Visit with an advisor or learn more

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. OSJ: 4151 Amon Carter Blvd., Fort Worth, TX 76155.

The Navigator

The Navigator* web portal is designed to help your financial wellness plan take flight. It will serve as your online, interactive guide to help improve your personal financial knowledge and direct your financial path. Here is a sample of what you will find when you access this skill-building web tool:

  • Personalized action plans
  • Interactive courses
  • Easy-to-use calculators and budgeting tools
  • Live webinars

Click here to get started in The Navigator. It takes only a few minutes to go through the initial assessment. Once you have completed your profile, this will launch your financial wellness journey where you can explore the vast wealth of knowledge contained in this interactive skill-building web tool.

Educational Seminars

Sometimes information can make the difference between a good plan and a great plan. Our free educational seminars offer the boost you need to achieve greater heights in your financial plan and goals. Brought to you by our Financial Wellness coaches, advocates and subject-matter experts, you can enjoy:

  • Live, on-site, finance and credit-impacting seminars
  • Lunch and learn on a multitude of finance-related topics

Click here to see upcoming seminars

 

Emergency Savings Fund

Everyone has unexpected expenses, and all too often they come at very inconvenient times. To help prepare for those rainy days, we created an Emergency Fund Savings Account. Benefits include:

  • Dividends earned on every dollar
  • No minimum balance
  • No monthly service fees
  • The ability to set up a monthly recurring deposit of a specified amount you determine, or make deposits on your own

 

Open yours today! Log into online banking and select “Apply Now” then “Open Accounts.”

Credit Monitoring

We’ve teamed up with SavvyMoney® to offer you free credit monitoring** to keep your finances on your planned path and empower you to continue your upward trajectory. This service includes:

  • Free access to your credit report
  • Free access to your credit score
  • Analysis of factors that impact your credit score
  • Daily monitoring of key changes to your credit file

To get your free credit report and score:

  • Log in to your account through online banking or your mobile app.***
  • Once there, click on "Financial Wellness" then "Credit Monitoring" to sign up for SavvyMoney today.

EDUCATION

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Certified financial planner, author and speaker Elaine King helps families understand and manage their dollars and cents.

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"I knew I needed to work on my credit but didn’t know exactly where to start. I was paired with an amazing Credit Union staff member who told me where I was and what I needed to do to get where I wanted to be. She’d call regularly to see where I was in the process and to offer her assistance where it may be needed."

Katherine, member since 2013

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