Financial Wellness Program

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

The Navigator

Click here to get started in The Navigator.¹ 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.