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Financial Coaching
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Talk to a coach today
You need more than a banker. You need a financial coach.
Our Financial Coaches work with you to create individualized goals and practical routines to help you achieve them. Take the first step towards your financial well-being by scheduling a free session.
One-on-One Financial Coaching Can Help You:
Build your savings.
Improve your credit score.
Pay off student loans.
Get out of debt.
Prepare to buy a car.
Purchase a home.
How it works:
- Book a free session that works with your schedule.
- Connect with your Coach to discuss your financial goals.
- Work with your Coach to develop a personalized strategy.
- Stick to the plan.
FAQs:
What is a Financial Coach?
A trained Vantage West team member who provides Member-Owners with personalized guidance to help them achieve their financial goals.
When should I work with a Financial Coach?
You can work with a Financial Coach whenever you’re ready to take control of your finances.
How much does a Financial Coach Cost?
Financial Coaching at Vantage West is a complimentary service.
Do I have to be a Member of Vantage West?
No, you don’t have to be a Member to work with a Financial Coach. Our coaching services are available to anyone who lives in the communities we serve and is seeking financial guidance and support.
What’s the difference between a Financial Coach and a Wealth Advisor?
A Financial Coach focuses on guiding and educating you on financial habits and goals, while a Wealth Advisor offers investment advice and WEALTH MANAGEMENT services.
How do I prepare for my Coaching Session?
Prepare by thinking about your goals and challenges beforehand and by gathering any relevant financial documents to bring to your appointment.
Are coaching sessions in person or virtual?
Coaching sessions are held at a branch of your choice or over the phone, depending on your preference and availability. However, we recommend your first two sessions be in person.
Ownership Is Rewarding
Did you know Vantage West offers the same everyday banking essentials the big banks do? But with one key advantage, we are Member-owned.
Discover the benefits of becoming a Member-Owner.
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