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:

Monday, May 27, 2024: ALL BRANCHES CLOSED. 24 hr ATM and Online/Mobile Banking services will still be available. We will be open normal business hours on Tuesday, May 28.