1-on-1 Counseling

WE'RE HERE FOR YOU

We understand when talking about your personal finances that it’s... well, personal. It can be a difficult subject to talk about, especially with a stranger.

We get it.

That’s why our personal 1-on-1 counseling is completely confidential.

We’ll sit with you to discuss your goals, challenges, and solutions, while helping to change your stress and anxiety into a hopeful plan for the future.

Here's how it works...

• First, submit a request for a meeting at scefcu.org/MoneyCoach and we'll contact you directly to schedule a date, time and location to meet
• You’ll need to collect and bring these items with you to the meeting:
  • Your monthly income
  • Your monthly expenses
  • A list of all debts, payments, and limits on any credit cards, personal loans, mortgages, auto loans, etc. you may have
  • It’s important to review your credit report prior to the meeting to ensure the credit bureaus haven’t made any mistakes
• Your personal money coach will reach out to you the day before to confirm your meeting
• On the day of your appointment, please arrive on time with your information in-hand
• For your convenience, appointments can be held virtually if you have a computer and webcam available