How a Financial Coach Can Help
At WESTconsin Credit Union, we truly care about our members. You come to us with your own story and your own vision of financial success. We recognize you have unique dreams, pains, celebrations and goals. Our dream is to show you how much we care and to walk alongside you as your financial coach.
When you hear “financial coach” you may be filled with questions such as “how do I get a financial coach?” “Who needs financial coaching?” “What could I expect from a financial coach?” “How do I start?” and more!
I am here to say financial coaching is for everyone, and the perfect time to start is now. This is a free service for all of our members (which means you have nothing to lose)! We will meet you where you are at and tailor our financial coaching to meet your current needs and plans.
Are you sure financial planning is for me?
I’m just a high schooler with a first time job.
That’s great! As you enter the adult financial world, we know that figuring out where to start can be mind-boggling. We are here to help. We will look at what’s important to you in finances, budgeting, where you would like to see yourself in the future and ways, we can help set you on a path to achieve that dream.
My finances seem too rocky to invest in financial coaching.
We can help with that too. We will come alongside you and help you sort through your credit report, payment plans, budgeting, etc. We will give you tools, and resources to help you stabilize your financial future. And remember, our financial coaching is free for our members-we want to be a part of your team!
My financial dreams seem so far out of reach.
We can help with that as well. Through our financial coaching, we will be breaking your big goals into simple attainable steps that can turn your dreams into a reality!
My finances are changing. It doesn’t seem worth it to work on financial coaching right now.
Maybe you are changing jobs, looking at retirement options, sorting through IRA paperwork, or managing a variety of other financial changes… this is actually the perfect time! As your financial coach we will sort through this all with you and come up with a plan that works best for you.
Regardless of the season of life you are in right now-as your financial coach we are here for you every step of the way. Stop in today to start working with your very own financial coach. It is time to take your financial success journey!
Member Services Representative/Teller
WESTconsin Credit Union
To join our amazing team, visit WESTconsincu.org/about-us/careers!