Financial Coaching

One-on-one guidance setting and managing financial goals and designing action plans that meet your needs.

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Free financial coaching for all our members.

One-on-one help
Meet with a WESTconsin Financial Coach
Access various online resources
Work with our partner, GreenPath Financial Wellness

We’re invested in your financial wellbeing! We understand that many members of our communities may face unexpected financial challenges and uncertainty, or maybe just need a resource to lean on. So whenever you have questions about financial topics or need some guidance navigating your journey, turn to WESTconsin. Our Financial Coaches are here to provide you and your loved ones the support you need.

Free Financial Coaching

Several WESTconsin offices have experienced financial coaches available to you.

Bring your questions and receive personalized guidance - at no cost. These one-on-one, confidential sessions can help you make informed financial decisions on topics, such as:

  • Creating a budget
  • Debt management
  • Discovering your money values
  • Achieving your financial goals 
  • Providing financial education and resources 
  • Developing a financial wellness plan

Schedule an appointment or call (800) 924-0022.

Loans

If you're having trouble making your loan payment, please contact us.

We'll work with you to figure out a loan repayment plan, if necessary. Call us at (800) 924-0022.

Investments

If you have questions about your investments or how to get started, contact our WESTconsin Investment Advisors.

Our representatives are dedicated career professionals carefully selected and trained to serve WESTconsin Credit Union members. Call us at (800) 924-0022 or visit the investments page to learn more.

GreenPath Financial Wellness

Because you're a WESTconsin member, you have free access to GreenPath Financial Wellness and all their financial education and counseling services.

GreenPath is a non-profit company that equips people with knowledge and tools to lead financially healthy lives. They'll help you ease financial stress, manage debt, save for the future, make informed financial decisions, and achieve your financial goals by addressing many topics, such as:

  • Budgeting and money management
  • Debt repayment
  • Understanding your credit report and how to improve your score
  • Avoiding bankruptcy, foreclosure and repossession

Additional Tools

  • Banzai! offers online financial literacy resources that address difficult financial periods as well as all stages of life. 
  • CheckRight shows you how to manage your checking account from opening the account to making deposits to creating a spending plan. 
  • Financial calculators help you take a deeper look at your finances and how different decisions make an impact. Analyze the cost of a loan, your monthly mortgage payments, how much interest you'll pay if you make only the minimum required payment on your credit card bill, and much more. 
  • Financial education articles explore important information about all types of topics such as consumer awareness, credit reports, credit rights, credit scoring, financial difficulty, housing, kids and money, money management, retirement, and more.

WESTconsin Credit Union serves members in Wisconsin and in Minnesota. Find a location near you.

Ready to get started?

Stop by an office today.
Visit Us

Helpful Resources

Find an Office
Locate the nearest a WESTconsin office near you.
​Savings Goal Calculator
See how long it will take you to reach your goal.
Budget & Debt Calculators
Create a budget, track your activity, and manage your debt. 
Read Our Blog
Check out articles on a wide variety of financial topics.
Banzai! Financial Education
A free interactive online financial education resource

Bank on your time, anytime

With online banking you can check balances, pay bills and much more.
Online Banking