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Financial Wellness Program

How’s your financial well-being?

The Consumer Financial Protection Bureau (CFPB) definition of financial well-being is “a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow them to enjoy life.”

Congratulations if that definition fits you!

Or, are you among the significant number of Americans who have difficulty paying bills for basic living expenses or don’t have $500 cash to meet unexpected expenses such as a medical bill or car repairs?

Our certified financial counselors can help you get a better relationship with your finances. We’ll work with you to identify your expenses and construct a budget. We’ll show you tools to better manage your debts and to save money for a rainy day.

This service helps members manage their money and plan for their future. This leads to greater financial resilience. These services boost confidence and increase adoption of good financial habits like regularly saving money, managing money effectively, and reducing debt burdens.

One credit union mantra is “People helping people”. And we help members with financial counseling free of charge. That’s right, no charge! We’re passionate about helping our members with their financial well-being.

Ready to get started? Take a look at our budget worksheet and then give us a call at 860-292-2940 or email to schedule an introductory meeting.

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