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Financial Wellness

Financial Wellness Counselors

We care about your financial wellness. That's why we've partnered with BALANCE to provide you with access to confidential, no-cost financial counseling services to help you develop a sensible budget for your financial life.

  • Budget plan
  • Money management
  • Debt repayment
  • Credit report review
  • Financial goal-setting
  • Identity theft solutions

Start Your Path


Free Financial Webinars 

January – Credit Card Makeover

Credit cards can be a great financial tool, but for some, can lead to debt and financial trouble. This session provides an overview of credit card usage, warning signs of credit issues, and options for debt management and reconstructing existing credit.

Session 1: Tuesday, January 12, 2021

Time: 10:30 a.m. PT / 1:30 p.m. ET

Session 2: Thursday, January 21, 2021

Time: 5:30 p.m. PT / 8:30 p.m. ET

Register Now

Financial Wellness Checklist

1. Build an Emergency Savings (3 to 6 Months)

  • Open an account with us and take advantage of your member benefits
  • Determine how much you need in your savings account and by when
  • Use automated savings to pay yourself first!

2. Strengthen your Credit Score (FICO 720+)

3. Kick-off a Goals-Based Budget

4. Minimize Bad Debt (Credit Cards and Personal Loans)

5. Achieve Home Ownership

  • Contact us to discuss the Home Buying process
  • Call 888-456-2227 to speak with a certified financial counselor about how to prepare for home ownership
  • Or for online resources, visit

6. Tackle College Tuition (For You or Your Children)

  • It's never too soon to start saving for college with youth savings, Coverdell Education IRA solutions, and share certificate options
  • Determine how much you need for college and by when
  • Use automated savings to pay yourself first!
  • For other college savings options, like 529 Plans, speak with our Investment Advisor
  • Learn more about Student Loans

7. Prepare for Retirement and Your Future

8. Build Wealth and Gain Financial Freedom! (Be Debt Free)

  • For other options for your money, contact us
  • Call 888-456-2227 to speak with a certified financial counselor to assist you with wealth building advice
  • Or for online resources, visit
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