Did you know that 77% of Americans feel anxious about their financial situation1? So, if you often find yourself stressing about money, you are not alone.
January is Financial Wellness Month. As your financial institution, we are committed to helping you build your financial skills and confidence to leave financial anxiety behind.
Here are some free tools and resources offered by Vantage West Credit Union that can help you build a prosperous financial future for you and your family.
Financial Coaching
Your financial journey is unique to your personal circumstances, and we know that there is not a financial path and solution that will work for everyone. You deserve a path towards financial wellness that is tailored specifically to you. Enter our Financial Coaches.
Vantage West Financial Coaches offer personalized coaching that helps you set goals, overcome challenges, and achieve financial freedom, no matter where you are on your financial journey. Whether you want to proactively save for a bright financial future or get back on track with your emergency fund, you can benefit from our financial coaching program.
Plus, eligible Members that participate in our financial coaching program can earn $50 per session, up to a total of $2002
Financial coaching is free for Vantage West Members! Learn more and schedule a consultation.
Financial Wellness Workshops
Perfect for school groups, companies, departments, nonprofit organizations, and more, our financial wellness workshops feature impactful financial education in a group setting.
Participants are encouraged to analyze the ways they think about their finances and will learn simple and effective ways to build healthy financial habits.
Our financial wellness workshops are free of charge! Request a financial wellness workshop for your group.
Interactive Guides and Worksheets
Work better on your own? We offer a variety of interactive guides and worksheets for free that can help you work towards a number of goals, including:
- Building your savings
- Staying caught up on bills
- Improving your credit score
- Lowering your debt
Download or print these documents from our Financial Wellness webpage.
Emergency Resources
If you need immediate financial assistance, there are several local organizations ready to help. You don’t have to go it alone. We list many of these resources on our website, including local food banks, eviction prevention, move-in assistance, utility assistance, housing repair referrals, and more. Find these resources near the bottom of our Financial Wellness webpage.
Feeling lost in your financial journey or excited about planting the seeds to create a bright financial future, and don’t know where to start? We recommend setting up a consultation with one of our Financial Coaches. They will listen to your needs with compassion and understanding, and help you find the resources and tools that will best fit your current situation.
Remember that while your financial journey is unique, you don’t have to feel alone! Our team is ready to help you in whatever capacity you need. What matters to us is that you reach the level of financial wellness that you deserve.
Disclosures
1 According to a study done by Capital One: https://www.capitalone.com/about/newsroom/mind-over-money-survey/
2To qualify for the $50.00 Financial Wellness Coaching Session Bonus Dividend (“bonus dividend”), you must be an active participant in Vantage West’s Financial Wellness Program. As an active participant, you must schedule and complete a minimum of one (1) Coaching Session with an assigned Vantage West Credit Union financial coach. Appointments can be completed through online virtual sessions, over the phone or in person. You can receive a $50.00 bonus dividend for each of up to four (4) Coaching Session appointments, with a maximum total bonus not to exceed $200.00.
Membership Required. Offer only available to active participants in the Vantage West Financial Wellness Program. Must be eighteen (18) years of age or older to participate. Account must be active at the time of the bonus dividend deposit. The bonus dividend will be deposited into your regular share account within thirty (30) days after the completion of the Coaching Session. Each $50.00 Coaching Session bonus dividend (up to and not to exceed $200.00) is considered a bonus and is subject to IRS reporting. The participant receiving the bonus dividend is responsible for any applicable taxes. Participant must be primary on the account to qualify for the dividend bonus.
Limit of one (1) appointment per day per member. Limit four (4) $50.00 Coaching Session bonuses per primary member, never to exceed $200.00 per member. Employees, volunteers, and Board members of Vantage West Credit Union are not eligible to receive the bonus dividend. Products and services are subject to approval. Certain restrictions may apply. The Vantage West Financial Wellness Program conditions and benefits are subject to change without notice. Federally Insured by NCUA.