Financial Wellness

Your Journey to Financial Well-being Starts Here.

Whether you're planning for the future, managing debt, or aiming for financial stability, our representatives are here to guide you every step of the way. Take advantage of this invaluable resource and embark on your journey towards financial empowerment today!

Meet our Financial Wellness Advisors

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Liz Wright - AVP of Lending

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Mike Holt - CU Ambassador

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Vanna Jackson - MSR

Our Financial Wellness Advisors are knowledgeable in their field, providing secure and professional guidance tailored to benefit our members' financial health. With a wealth of experience, they offer sound advice and strategies to ensure your financial well-being. Trust in their experience as they you help navigate complex financial landscapes, prioritizing your interests above all else. Rest assured, our representatives are committed to delivering the safest and most beneficial solutions for our valued members.

Financial Wellness Quick Tips

Budgeting:

  • Create a realistic budget to track income and expenses.
  • Categorize spending to identify areas for potential savings.
  • Stick to the budget to avoid unnecessary debt.

Emergency Fund:

  • Establish an emergency fund for unexpected expenses.
  • Aim for 3 to 6 months' worth of living expenses in savings.

Retirement Planning:

  • Contribute to retirement accounts such as a 401(k) or IRA.
  • Plan for long-term financial security.

Credit Score:

  • Monitor your credit score regularly.
  • Pay bills on time and manage credit responsibly.