Financial Wellness Coaching
Whether you are just getting started on your financial journey, dealing with one of life’s transitions, or want to work towards a specific financial goal, our staff is available to help. We will listen to your financial situation and work with you to develop a financial wellness plan that will fit your budget and life today while working towards your goals for tomorrow. No matter where you are in life, it is never too late to start your journey towards financial wellness.
We can help you with:
Budget and Spending Plan Review
We’ll help you get a handle of your current financial situation, identify spending patterns, and find ways to adjust get your money to work harder for you.
Debt Management If debt is weighing you down financially, we will work with you to develop strategies to manage and pay down your debt and create new habits to break the debt cycle in the future.
Credit Report Review Whether you want to build, maintain, or improve your credit, we will help you understand your credit report and credit score and offer suggestions to manage your credit effectively.
Future Financial Goal Planning Whether you want to establish an emergency fund, planning to buy a camp, saving for a child’s education or dream vacation, we can help you develop a personalized financial plan to reach your goals.
If you have questions about your personal finances, would like help in setting a plan to reach your financial goals, connect with us at firstname.lastname@example.org or 800-649-3495 to schedule time to talk with one of our financial wellness coaches today.
Note: To make the most of your financial wellness coaching appointment, please have the following for each service.
Budget/Spending Plan – We will review your spending plan with you and offer suggestions about where you might be able to adjust spending or provide other suggestions to help you reach your financial goals.
Debt Management – Bring a complete list of all your debts including type of debt, name of creditor, interest rate, balance owed, and monthly payment. We will review your debts with you to help you set priorities on which debts to pay first.
Credit Report Review – Have a copy of your credit report available when you meet with our financial wellness coach. We will review it with you and offer suggestions on how to improve your credit rating and how to prevent identify theft. You can obtain a copy of your credit report by:
- Logging onto your online banking in tcfcu.com and visit Credit Score powered by Savvy Money to access your credit report.
- Prior to your appointment, order a free credit report through annualcreditreport.com or by calling 877.322.8228.
Future Financial Goals – Plan to discuss your financial goals during your meeting and get help creating an action plan to achieve them.
Come experience what we can do for you.