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.

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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.

“People who are stressed out about money spend less time with friends and family and are less likely to see and reach out to the needs of others. As a Financial Coach, we can change that. It might be a small step but if people are not worried about making ends meet, just imagine what they could be doing.”

Jennifer K, HAPO Certified Financial Coach Schedule a free coaching session

Come as you are

Schedule a free private session with a Certified Financial Coach today and talk about your financial challenges.

If you would like to meet with a Financial Coach outside of our regular hours of 9:00 AM – 5:30 PM, we offer extended hours through GreenPath Financial Wellness. Feel free to contact them for free and confidential one-on-one financial counseling, debt management services and financial tools.

Learn About GreenPath

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.

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