Let’s be honest. The world doesn’t prepare us very well when it comes to dealing with money and finances. So it’s easy to fall behind or get overwhelmed when we feel like we’re over our heads in financial worries. That’s where Canopy Credit Union can help. Our Financial Coaches pass a rigorous training program and are certified by CUNA (the Credit Union National Association).
Our coaches can help you:
- Establish a budget and spending plan and learn how to stick to it
- Build or rebuild your credit after past financial mistakes or missteps
- Learn how to read and understand your credit report and dispute negative items and information
- Resolve an identity theft situation
- Learn how money affects relationships and family dynamics — and how to better communicate with a partner or spouse who sees money differently
- 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 greater control of your cash and assets
- Increase your net worth
- Provide second opinions when considering major purchases or financial moves
We’re ready to get to work for you.
When you sit down to work with one of our financial coaches you’ll work on specific, achievable action steps to move forward and make progress in getting your financial life under control.
According to Canopy Credit Union Financial Coach, Jon Maroni, “We’re not here to do these things for you, but to give you the knowledge, structure, and tools you’ll need to take the plans we create together and implement them for yourself.”
Everything you share with a financial coach is confidential and the advice and education you receive is always free, whether you're a Canopy Credit Union member or not.
Financial Coaching: A Personal Perspective
By Gloria, Canopy Credit Union member
“Meeting with a financial coach at Canopy Credit Union not only saved my life, but the experience also enriched it. There is calm, self-respect, and dignity when I look at my finances (and in the mirror) … and a positive balance with NO overdraft fees.”