Your money and your goals. All within reach.
The first of the year is a great time to get a financial health checkup and make sure your finances are on track to bring your goals within reach.
Get a Free Financial Checkup + Get a $25 Deposit*
Schedule your free financial checkup and make 2024 your year!
- Create a plan to crush your 2024 goals
- Stack your wallet with savings and stress less
- Climb to new heights with a credit builder plan
- Discover strategies to help you pay down your debt more efficiently
- Life happens, adjust your spend to match life changes without sacrificing your goals
Choose your location to get started:
Can I see a coach if I am not a member of Financial Plus or Wanigas?
Yes, financial coaching is available for both Financial Plus, Wanigas and non-members.
How much does financial coaching cost?
Financial Coaching is here to help you better your finances and completely free.
What topics can Financial Coaches help with?
Financial coaches provide guidance on budgeting, saving, credit building, and debt repayment strategies. However, they do not offer investment, tax, or legal advice.
Financial coaches may also recommend you speak with partner organizations or third-party specialists for certain topics including, but not limited to:
- Debt management programs (may have associated costs).
Financial Plus Credit Union also does not offer tax, legal, or accounting advice.
*Insured by NCUA. Promotion expires 1/31/24. Only applicable to appointments scheduled between 1/1/24 - 1/31/24. Must use promotional code. Cannot be combined with any other offer. Deposit will be made within 7 business days of completed financial check up appointment. Some restrictions apply. See Credit Union for complete details.