Personal Financial Coaching

No matter where you are in your financial journey, meet with one of our financial coaches and get free help with your finances.

Schedule an Appointment

Empowering You

Unitus’ financial coaching is a no-cost benefit of your credit union membership. We’re here to help take the stress out of money by providing you a personalized plan to reach your financial goals. After meeting with a financial coach you’ll:

  • Have confidence when making money decisions
  • Take control of your daily finances
  • Recognize and understand you spending habits better
  • Be prepared for emergencies that could affect your finances
  • Have peace of mind saving toward your financial goals
  • Learn strategies to pay down high-rate debt and build your credit
  • Have confidence exploring, planning, and optimizing your retirement planning

 

Meeting with Your Financial Coach

To make the most of your financial coaching appointment, we recommend bringing information about:

  • Your current budget
  • Financial and personal goals
  • Any concerns about your current financial situation

This will allow your coach to better understand your situation and provide tailored and manageable goals that you can work toward.

Schedule an Appointment

Select the branch location where you would like to meet. Note: Spanish appointments are not available at every branch.

Schedule an Appointment

Meet with a financial coach in-person at a branch or virtually. Choose a location below and provide your contact information. A Unitus Financial Coaching team member will then contact you to schedule your appointment.

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