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:

Community First Federal Credit Union will no longer offer Virtual Strongbox services. If you are a current member using this service, the last day you will have the ability to access your documents is Friday, April 21, 2023. We highly encourage you to remove your digitally saved documents in your Virtual Strongbox account, otherwise they will be forfeited.