As a member of NorthPark Community Credit Union, you have access to free financial coaching services. Our expert financial coaches provide one-on-one personalized support and guidance in a trusting environment so you can tackle your short- and long-term goals.
Ease your financial stress and improve your health. Getting control of your finances doesn’t have to be difficult when you have a partner to help you. NorthPark Community Credit Union provides free financial coaching to help our members overcome debt challenges and get back on firmer financial ground, save enough for college or retirement, or other goals.
Your financial coach will work with you one-on-one to develop a customized action plan to reach your financial goals.
Becoming financial stable isn’t easy. It takes hard work and determination. Together, we can work to address any concerns and questions you have in your financial health journey, but you have to put in the work.
During the coaching sessions, we will work to identify current financial situations (measure financial well-being), including income, expenses, debts, and assets. We will develop a spending plan that aligns with your goals and identify areas where you can cut costs and increase your savings. We will assist you in creating a plan to pay off debt and improve your credit score. In the end, you will know money management and be able to track progress, record outcomes, and achieve your financial goals.
• Be satisfied with your financial situation to achieve better mental health. • Be able to make decisions without worrying about money.
• Be able to create healthy financial habits.
• Meet with the Financial Coach at least once a month - shorter and more frequent sessions. • Be confident our coaching sessions will remain confidential.
• Fill out the initial questionnaire before the first session.
• Be on time. Cancellation 24hr in advance.
• Show commitment - ask questions to clarify or better understand.
• Use the knowledge you have gained and apply it to your daily life.
• Meet in-person at your facility or virtually during work hours while not affecting work productivity.
Fill out the form below to get started! A member of the Financial Empowerment Team will reach out to you with next steps.
