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Financial Fitness
      Solutions for you and your employees

We're here to help you get financially fit!


As a credit union benefit, we offer FREE Money Wise workshops to help your employees learn how to manage their personal finances and gain financial freedom. Click here to learn more about free on-site financial education.

Money Wise Topics

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Step-By-Step Financial Solutions


1. Build an Emergency Savings (3 to 6 months) blue arrow1. Build an Emergency Savings (3 to 6 months) blue minus

  • Join American First Credit Union and take advantage of your membership*

  • Determine how much you need in your Savings and by when

  • Use automated savings to pay yourself first!

  • 2. Strengthen your Credit Score (FICO 720+) blue arrow2. Strengthen your Credit Score (FICO 720+) blue minus

  • Visit annualcreditreport.com to get your free credit report

  • Call 888.456.2227 to speak with a certified financial counselor and get advice on how to maximize your credit score

  • Or for online resources, visit amerfirst.balancepro.org

  • 3. Kick-off a Goals Based Budget blue arrow3. Kick-off a Goals Based Budget blue minus

  • Complete a budget plan

  • Call 888.456.2227 to speak with a certified financial counselor and get step-by-step assistance with completing your budget plan

  • Or for online resources, visit amerfirst.balancepro.org

  • 4. Minimize Bad Debt (credit cards and personal loans) blue arrow4. Minimize Bad Debt (credit cards and personal loans) blue minus

  • Contact us to learn how we can assist you with consolidating debt and saving money on high interest rates

  • Call 888.456.2227 to speak with a certified financial counselor about how to manage your debt

  • Or for online resources, visit amerfirst.balancepro.org

  • 5. Achieve Home Ownership blue arrow5. Achieve Home Ownership blue minus

  • 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 amerfirst.balancepro.org

  • 6. Tackle College Tuition (for you or your children) blue arrow6. Tackle College Tuition (for you or your children) blue minus

  • It's never too soon to start saving for college, we have youth savings 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) blue arrow7. Prepare for Retirement (and your future) blue minus

  • It's never too soon to start saving for retirement, we have Traditional and Roth IRA options

  • Determine how much you need for retirement and by when

  • Use automated savings to pay yourself first!

  • For other retirement savings options, speak with our Investment Advisor

  • Or for online resources, visit amerfirst.balancepro.org

  • 8. Build Wealth and Gain Financial Freedom! (Debt Free) blue arrow8. Build Wealth and Gain Financial Freedom! (Debt Free) blue minus

  • 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 amerfirst.balancepro.org


  • Call your credit union...We're here for you.

    800.290.1112 Visit a branch

    Additional Resources


    *For new members, membership eligibility applies and will be established at time an account is opened. The $5 lifetime membership may be waived for employees at partner companies/select employee groups.