Wellness Check-up

No matter where you are in your major life decisions, it's always a good time for a financial wellness check-up.

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.

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.

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.

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.

TOOLS & RESOURCES

No matter what you’re looking for, we have an expert or service to help you out.

  • Auto Buying Research Network — an easy-to-use online research tool that will help you locate a dealer, price your vehicle, find a car and more.
  • Members on the Move — if you’re buying or selling a home, we have personal consultants and real estate agents to assist you, along with opportunities to get cash back on sales/purchases.
  • Credit Monitoring — free access to credit report and score along with daily monitoring. Accessed through Mobile & Online Banking services.
  • Informative blog articles — tips and advice from financial experts.
  • Calculators — whether you need to know how much car you can afford or how long it will take you to save for that next big purchase, we have a calculator for you.
  • Educational Seminars — Live, on-site finance and credit-impacting seminars on a multitude of finance-related topics.

"I feel like they are truly there for me, and treat me like a person, not a number – as clichéd as that sounds."

Debi, member since 1981

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