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

In order to meet with a Financial Wellness coach you need to fill out and submit the form below. This form authorizes us to review your credit report with you and pull a new report if necessary.

Financial Wellness Program Agreement form

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.

Emergency Fund Savings

Everyone has unexpected expenses, and all too often they come at 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

Stay ahead with a Wellness Checkup

Open your new Emergency Fund Savings Account today and we’ll match up to $25.00.¹ 

Fastest way to open an emergency fund savings account:

  • Log into online banking and select “Apply Now” then “Open Accounts.”

The Navigator

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.

The Credit Union is here to assist you on your journey toward financial wellness. Our goal is to help you become fiscally fit by providing you with outstanding tools, resources and coaching. You’ll find all these and so much more on The Navigator, your online, interactive web portal. Members enjoy unlimited access to the Navigator.

With this tool, you will find:

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

 

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

 

Free Credit Score Monitoring

There's more to your credit score. 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 Score and Report" to sign up 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

In order to meet with a Financial Wellness coach you need to fill out and submit the form below. This form authorizes us to review your credit report with you and pull a new report if necessary.

Financial Wellness Program Agreement form

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.

Emergency Fund Savings

Everyone has unexpected expenses, and all too often they come at 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

Stay ahead with a Wellness Checkup

Open your new Emergency Fund Savings Account today and we’ll match up to $25.00.¹ 

Fastest way to open an emergency fund savings account:

  • Log into online banking and select “Apply Now” then “Open Accounts.”

The Navigator

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.

The Credit Union is here to assist you on your journey toward financial wellness. Our goal is to help you become fiscally fit by providing you with outstanding tools, resources and coaching. You’ll find all these and so much more on The Navigator, your online, interactive web portal. Members enjoy unlimited access to the Navigator.

With this tool, you will find:

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

 

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

 

Free Credit Score Monitoring

There's more to your credit score. 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 Score and Report" to sign up today.

EDUCATION

Money and Happiness

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

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"The personal attention to goals and their professional opinions on giving you options to achieve them helps set a person up for success and a clear understanding of their financial future.”

Katherine, member since 2013

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¹ Open a new Emergency Fund Savings Account between 01/01/2020 and 12/31/2020, set up a recurring deposit (direct deposit or on-us transfer from within the same membership number; online transfers are not eligible) to the share within 60 days of account opening and we will match the balance of your account, up to a maximum of $25.00. Bonus will be forfeited if account closed prior to bonus award date. Bonus will be awarded within 90 days after account is opened. See the applicable Share Certificate section of our Rate & Fee Schedule for more detailed information. No minimum opening deposit or minimum balance required to earn advertised APY.