Financial Counseling

We're here to help, wherever you are on your financial path.


Man and woman reviewing their retirement details

Financial counseling appointments will be unavailable from October 1 through November 4.

 
 

Take Control of Your Financial Journey 

We’re here to support you — no matter where you are in your financial journey. Whether you’re ready to meet one-on-one with a financial counselor or prefer to explore resources on your own, we’ve got you covered. 





















What to Expect from Your First Consultation 

Your first financial counseling session is all about you — your goals, your challenges, and your path forward. Here’s what to know before you book: 

Session Length: Most consultations take about 45–60 minutes. 
 
What to Bring: 
  • Recent pay stubs or proof of income
  • A list of your monthly expenses
  • Any loan or debt information 
Membership: You’ll need to be a member to book a session — not a problem! If you’re not yet a member, we’ll help you open a savings account to get started and begin building your emergency fund.
 
Discussion Topics: 
  • Your current financial picture 
  • Short- and long-term goals 
  • Budgeting strategies 
  • Credit and debt management 
  • Savings recommendations 
  • Next Steps: Many members benefit from follow-up sessions to stay on track and adjust plans as life changes. These ongoing check-ins are a great way to build long-term financial confidence. 
 












Explore these interactive Banzai classes to build knowledge at your own pace: 

Financial Wellness Assessment 
Discover your strengths and areas for improvement with this quick self-check. 

Using Credit 
Understand how credit works and how to use it responsibly. 

Get Out of Debt 
Learn steps to tackle debt, no matter your current situation. 

Repairing Credit 
Find out how to rebuild and improve your credit score over time. 

When You Can’t Afford Your Minimum Payments 
Get guidance for navigating tough financial situations. 

Budgeting 
Master the basics of creating and sticking to a budget. 

Saving with a Purpose 
Define your savings goals and make a plan to achieve them. 

The 50/30/20 Rule 
Learn an easy method to divide your income into needs, wants, and savings. 



 

Even if you're not ready to meet with a counselor, you can start building a strong foundation today using these helpful tools: 

Financial Wellness Packet 
A starter guide to organizing and understanding your finances. 

Spending Plan 
Create a monthly budget that reflects your needs and goals. 

Build Your Emergency Fund 
A step-by-step worksheet to help you start saving for unexpected expenses. 
















































































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