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Financial Counseling

 

Get one-on-one financial coaching.

Take the first step toward greater financial confidence with personalized guidance from one of our Certified Financial Counselors. Together, we'll review your whole budget scenario and build the skills needed to help tackle your unique financial goals. Sometimes you just need to speak to someone to get started, and we’re here to help. 

  • Understand fundamental financial principles
  • Learn money management skills
  • Create a plan to manage and reduce debt
  • Gain insights into your credit score and how to improve it
To schedule an in-person counseling session, email MemberEducation@partnersfcu.org. Virtual counseling sessions are also available by appointment.
 
 

Invest in Your Future

Whether you’re embarking on your investment journey or refining a sophisticated financial strategy, our comprehensive wealth management solutions are designed to help you preserve, grow, and optimize your wealth with confidence. 
 

 
 









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Learning Pays!

Our team of financial educators facilitate in-person and virtual workshops on a wide variety of topics ranging from Budgeting Essentials, Credit 101, First-Time Home Buyer, Saving for Retirement, and more.