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ALERT: External Transfer and External Loan Pay Down - we're working on getting both functions working again as quickly as possible, thank you for your patience!

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financial coaching

Do you feel stressed when thinking about your finances? Meet with a financial coach today!

Our Certified Financial Coaches offer Face-to-Face, personalized help with your money. You don't have to do it alone! Fill out our financial coaching intake form to get started.  

financial coaching intake form

Our coaches can help you: 

  • Establish a budget and spending plan
  • Build or rebuild your credit 
  • Resolve an identity theft situation
  • Set short and long term financial goals 
  • Put together a plan to pay off collections or garnishments
  • Save toward purchasing a vehicle, home, boat or RV
  • Pay down or consolidate your debt
  • Take control of your money
  • Increase your net worth
     

Improve your relationship with your money: 

  • Our coaches will give you specific, achievable action steps to move forward 
  • Everything you share with a financial coach is confidential 
  • All of our coaches are certified through the National Credit Union Association (CUNA)
  • Meeting with a coach is always free, whether you're a Canopy Credit Union member or not!​​

 

 

 

financial coach helping a credit union member

Make an appointment

To make an appointment call 509.328.2900. One of our Certified Financial Coaches would love to sit down with you to discuss your circumstance and help you put together a plan to take control of your money. 

What's next?

In order for us to give you the best coaching session(s) possible, we'd like to learn more about you! Before your coaching session, please fill out our financial coaching intake form. 

financial coaching intake form

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Let us help connect you with your community.