Financial Coaching

Every financial journey is different

We believe your money and your life are connected. You deserve to feel great about both of them, no matter your situation.

That’s why we offer free money coaching to everyone. You don't even have to be a HAPO member.

Each session is a private, one hour-long conversation with a Certified Financial Coach where—instead of reviewing bank statements and tax options—we’ll talk more about you and how you can create a life you love.

Meet with a Coach

Rainy day fund infographic

Get Clarity

You’ll explore what matters to you and where you want to go with your life and money.

Remove Roadblocks

You’ll uncover what’s weighing you down and keeping you from making changes.

Make a Plan

You’ll create a plan with your coach so you can do more to reach your goals.

Certification

Our coaches have completed the Credit Union National Association’s (CUNA) Financial Counseling Certification (FiCEP) Program and earned the Certified Credit Union Financial Counselor (CCUFC) designation.

Meet with a Coach