Chat With Us

We offer FREE financial coaching!

September 7, 2021 • General News

Financial coaching can help you create pathways to your financial goals and dreams

financial coaching intake form

Financial Coaching is designed to help you recognize and overcome obstacles, solve problems and achieve goals. Whether that means creating and sticking to a budget, building your credit, paying down debt, planning for a new vehicle, home, or vacation—or simply creating a savings plan to provide the security and confidence you need to get where you want to go.

We’ll take the time to get to know you and understand your unique situation then work to provide the positive encouragement and practical skills you need to succeed. We’ll help you set up a plan and determine your goals and help organize it all in our PATHWAYS FINANCIAL COACHING system so you can monitor your progress and celebrate your successes.

Our guarantees: 

  • 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 Credit Union National Association (CUNA)
  • Meeting with a coach is always free, whether you're a Canopy Credit Union member or not!​​

As our Community Development Officer Kurtis Kelly likes to say, “we may not know each other yet, but you can rest assured—we can’t wait to meet you and help create a plan to make your financial dreams into realities.”

Find out more about Canopy’s Financial Coaching services today. 

make an appointment

  • Share:

stay connected

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