Financial Counseling
Because money can be scary.
Let’s make a financial plan
Finances can feel intimidating, and you don’t have to figure it out all by yourself. Let’s ease your financial stress, reduce your debt, boost your savings, and move towards achieving your goals with our team of financial counselors and other educational resources.
Budgeting and money management
Cashflow is key. We’ll take a look at your monthly income, set up a budget, and craft a spending plan to support your short- and long-term goals.
Credit
We’ll go over your credit report with you and come up with a plan to build and maintain your credit. We’ll also get on the phone with you to talk to collectors or dispute something on your credit report.
Debt management
No matter what kind of debt you’re managing—student loans, mortgage payments, or anything else—we’ll take a look together and come up with a manageable plan for paying them off.
Loan preparation
Looking to take out a loan? We’ll look at your credit history, your budget and savings, and your long-term goals. Once you’re ready, we’ll put on our underwriting hats and check off the boxes that will help with your approval.
Planning and security
We all go through life changes, whether it’s buying a house, starting a family, planning for retirement, or another major milestone. Plus, we’ll show you how you can protect yourself and your accounts from being thrown off course by identity theft, fraud, or hardship.
Online education
Access free webinars, videos, articles, and other resources to improve your financial skills and literacy, including free budgeting software and help managing your checking account.
Meet our Certified Financial Counselors
Amanda Seeholzer, CCUFC
Emily Phelps, CCUFC
Don’t face debt alone.
We almost all face debt at some point—a car loan, a new home, your education, unexpected expenses. We partner with GreenPath to provide additional support with our members’ financial planning, particularly when it comes to debt management. Check out their website and let us know how we can help.
