Empowering Our Community Through Financial Counseling
We succeed when you do. That’s why we offer free, expert financial counseling for our members, designed to educate, encourage, and support your goals.
A Personalized Roadmap to Financial Health
We believe that your financial journey is uniquely yours, and you don’t have to navigate it alone. As a member, you have exclusive access to one-on-one sessions with our certified financial counselors. These sessions aren’t just about numbers; they are about you.
What to Expect
Our Certified Credit Union Financial Counselors usually schedule two sessions with you. We start by sitting down together to look at the big picture and how it relates to your current situation. Our counselors take the time to truly listen — understanding your money habits, values, and even the emotional triggers that influence how you spend and save.
By the end of the first session, we work as partners to set clear, achievable financial goals that reflect what matters most to you.
During the second session we’ll review your individualized plan of action based on the goals you set and the resources you have.
Why It Works
This process is entirely member driven. Whether our financial counselor helps you build a monthly budget or a debt payoff plan, their role is to be your educator. We give you the tools, resources, and accountability to manage your money effectively on your own. Our goal is to empower you to make self-directed changes that move you closer to the life you want to lead.
Have questions about this service? Give us a call at 717-898-7673 option 3.