Financial Coaching

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Create a brighter financial future!

Are you trying to develop healthier financial habits? Our financial coaches can help! A financial coach can help you overcome your personal preconceptions about money, grasp your unique relationship with it, and lead you toward a more secure financial future — all at no cost, and with complete confidentiality. All Linn Area Credit Union members with an active $5 savings account are eligible to participate in the program! (Not a member? Join today!)

Unlike financial advisors, our coaches don’t make decisions for you. Instead, we work alongside you to uncover subconscious beliefs affecting your spending habits, boosting your confidence in reaching financial goals.

Together, we’ll:

  • Explore your emotional connection to money
  • Review your finances
  • Analyze your credit report
  • Create short-term and long-term financial goals

Whether it’s making a spending plan, understanding your credit, or planning for your future, our financial coaches are your partners in financial success. To get started, simply complete the online form below. (Be sure to hit the Submit button!)

I’d like to talk to someone about financial coaching!

Looking to create your own spending plan?

We’ve developed a zero-based spending plan worksheet especially for you! Your Financial Coach will help you complete the worksheet during your personalized financial coaching sessions, but we want to make sure you have access to this tool at any time — in case you’d like to revise your spending plan along the way.

Download our Budget-Planning Tool

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