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Personalized Financial Coaching | CFCU

Personalized Financial Coaching

As a benefit of your membership, you have access to one-on-one financial coaching, debt management services, and financial education tools designed to help you improve and maintain your financial well‑being.

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Individual Coaching Topics

Financial Wellness Topics

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Budgeting

Learn budgeting on a new level.

  • What is a budget?
  • How to start?
  • Budgeting Methods
  • Resources
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Goal Setting/Debt Paydown

No matter the goal, we can help!

  • Goal Types
  • How to set goals and where to start.
  • Debt Paydown
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Financial Fundamentals

A 101 course on financial essentials.

  • Getting Started
  • What accounts to have
  • Wants vs. Needs
  • Digital Banking
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Preparing for Loss

Learn about the resources you have as a member to be prepared for anything.

  • Trust & Wills
  • Policygenius
  • TruStage
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Habitual Spending

Where to turn when you need assistance.

  • GreenPath
  • Help/Crisis Lines
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Credit & Lending

Managing your Credit

  • Learn about credit
  • Credit Coach
  • Trustage

Ready to Take the Next Step?

Set up a one-on-one financial coaching session today at one of our convenient branch locations.

Financial Wellness Resources

Unlock Missing Benefits with HarborAssist

Harbor Assist makes it easy for you to find financial assistance programs you may qualify for, all in one simple place. In just a few minutes, you can see options for help with everyday expenses like food, childcare, and utilities, without the stress of searching or paperwork.

Financial U

Financial literacy has one of the greatest returns on investment. A few minutes of learning can mean more money for you today, and well into the future. Learn how to budget wisely, avoid debt traps, and build lasting wealth. You worked hard for your money. Discover the tips and tricks that help your money work hard for you!

GreenPath Counselors Are Here to Help

As a benefit of your membership, we have partnered with GreenPath Financial Wellness to provide you with access to one-on-one financial counseling, debt management services, and financial education tools.

Want to Chat?

We're here anytime you need us.

Digital Banking Reviews

Don't take our word for it!

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5 star rating

“A really great mobile banking app. Thank you for making banking so simple!”

-Timothy
App Store
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5 star rating

“The app is easy to navigate, has everything you need to get all your banking done.”

-Andre
App Store
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5 star rating

“Much easier using the mobile app for deposit. Saves all those trips down to the branch.”

-Bruce K.
App Store
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