Fitness, But For Your Finances
Our Financial wellness program meets you where you are
At Vantage West, our Financial Wellness Program is designed to give you the personalized guidance and confidence you need to take control of your financial life. Whether you’re building savings, tackling debt, or planning your next big milestone, our team meets you where you are—with real support, zero judgment, and a clear plan to help you move forward.
How The Program Works
1
Set an Appointment: Choose a time that works for you and reserve your Financial Wellness session.
2
Meet With a Financial Coach: Sit down with a coach who listens, understands your goals, and helps you explore your best options.
3
Make Your Plan: Walk away with a realistic, personalized roadmap designed to help you make progress with confidence.
4
High Five: When you show up and complete 4 sessions with your Coach, you’ll be closer than ever to your financial goals.
Financial confidence shouldn’t be a privilege, it should be a resource everyone can access. When people understand their money, they make stronger decisions, build healthier futures, and create more stability for themselves and their communities.
That’s why Vantage West is committed to financial education for individuals and businesses. From guides and resources to workshops and hands-on support, we focus on giving you the tools to navigate money with clarity — and build real, lasting wealth health.
'Don't Miss' Financial Education Resources
From opening your first checking account to getting the best deal on an auto loan, we’re here to help all your financial goals become a smooth and successful reality.
Our Financial Coaches React to the Internet’s Financial Advice and Questions
We know there’s a lot of financial advice out there—some of it helpful, some of it… not so much. So, where do you turn for trusted guidance? In our Financial
Guides, Insights and More Resources
One Big Beautiful Bill Act: Car Loan Tax Benefit
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How Do I Recover From Holiday Spending?
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Accreditations & Recognitions
How Else Can We Help? Let’s Make It Easy.
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Disclosures
All products and services subject to approval. Certain restrictions may apply. Subject to change without notice. Federally insured by NCUA.