Financial Counseling

Budget Counseling

Whether you want to create a budget to help build savings, pay off your debt, or just stay on track, GreenPath can assist you. As a benefit of membership at CFCU, you can request free and confidential counseling appointment by calling the GreenPath Toll-Free Information Line at (877) 337-3399.

Financial counseling appointments are focused entirely on your concerns, and are conducted over the phone for one hour at a time. After setting the appointment, a GreenPath financial counselor will call you at the scheduled time and devote each hour to helping the you with your financial needs. You are not limited in the number of appointments you may have, and all appointments include a detailed worksheet and action plan provided by the counselor.


Budgeting Software

GreenPath offers an easy-to-use software tool called BudgetSmart that uses simple graphics and bar charts to help you manage money more effectively. You can use the program to establish a budget, track spending habits, view tips for improving areas of overspending (or inadequate saving), and experiment with "what if'" scenarios to determine how a major purchase or change in income would impact your budget.

BudgetSmart Institution ID and Passcode for Download:

  • Institution ID: christianfinancial
  • Passcode: MI12032