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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 go it alone! 

Call us at 509.328.2900 to book an appointment today! 

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!​​

What's next?

Get started thinking about your budget with this free, printable worksheet! 

Budgeting worksheet

Make an appointment

Make an appointment by calling (509) 328-2900, or by visiting one of our branches. 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. 

 

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More than just your credit union, we're part of your community.
Let us help connect you with your community.