Financial Coaching

Learn healthy financial skills to set yourself on the path to financial freedom with a FREE financial coaching appointment!

Our certified Community First Financial Coaches can help answer all of your questions and teach you how to get your money and budget on track.

We will work with your schedule to arrange in-person coaching, virtual coaching, or email coaching.

  • Create a budget
  • Establish credit
  • Improve your credit score
  • Increase your savings
  • Reduce your debt
  • And more!

Please fill out the following forms prior to the meeting:

Financial Coach Request Form

Pre-Meeting Worksheet (Fillable) or Pre-Meeting Worksheet (Printable)

If using the fillable form for the Pre-Meeting Worksheet, please save and email to the address below. Otherwise, bring the paper copy with you to your meeting.

For inquiries:

financialcoach@cffcu.biz


All Branches CLOSED: Thursday, 1/1 (New Year’s Day). 24-hour ATM, online, and mobile banking services are available. Regular business hours will resume Friday, January 2. | Stay Alert for Scams! We often see an increase in scam attempts during the holiday season, and we want to help you stay safe. Important Tips: CFFCU will never call and ask for personal information like your SSN, card number, or online banking details. If someone does, hang up immediately. Never share your SSN, card number, or online banking info over the phone. If you’re unsure, call the company back using their official phone number. One-Time Passcodes should never be shared with anyone. If our Fraud Monitoring Service contacts you, be honest about unauthorized charges—this helps block transactions you didn’t approve. Your security matters to us. Stay alert and enjoy a safe, happy holiday season!