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Meet Your Financial Counselors

Congratulations on taking the first step toward financial freedom. Your Financial Health Score is a great starting point for understanding where you stand and what comes next.

Our certified financial counselors are here to help you understand your results, set clear goals, and build a plan that works for your life. Whether you're focused on budgeting, paying down debt, improving your credit, or planning ahead, we’ll meet you where you are and help you move forward with confidence. Appointments are available at no cost to members.

Meet the team that’s here to help you move forward with confidence.

Understand where you stand today by assessing your income, expenses, debts, and assets. This comprehensive overview will provide a clear picture of your financial health and help you identify areas for improvement.

Set specific, measurable, achievable, relevant, and time-bound goals to guide your financial journey. These might include building an emergency fund, paying off high-interest debt, saving for retirement, or planning for significant purchases like a home or education.

A budget is essential for managing your money. Track your spending, categorize expenses, set spending limits, and review your budget regularly to stay on track and make adjustments as needed. To get started, log into digital banking, navigate to the Financial Wellness widget and select Budgets. Alternatively, download a free budgeting worksheet here.

Start by setting aside a small amount each month until you have an emergency fund that covers 3-6 months of living expenses. This fund will provide a financial safety net for unexpected expenses.

Use the debt snowball or debt avalanche method to pay off debt. The snowball method focuses on the smallest debts first, while the avalanche method targets debts with the highest interest rates.

Automate your savings, diversify your investments, and maximize retirement contributions. These practices will help you build wealth over time and achieve long-term financial stability. 

Work one-on-one with our Certified Financial Counselors to take the next step. Whether you're building a budget, paying down debt, or planning ahead, our team will help you create a plan that fits your goals.

Appointments are available at no cost to members.