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Financial Coaching

Get help finding, and staying, on the best financial path for you

We value you and your financial well-being. That’s why we have a financial coach on staff with years of experience helping members. Whether you need help managing debt or creating a budget to live by, our financial coach can guide you along the way.

One-on-One Coaching 

Financial coaching appointments are available through video conference call (Zoom), over the phone or via email. Everything you discuss is confidential. Best of all? Coaching is free to Verity members. Here’s how to get started. 

Call (206) 315-6720 or email coaching@veritycu.com to schedule an appointment.

Fill out our Pre-Coaching Form

Review the Financial Coaching Agreement

Coaching Questions

Our financial coach, Charnell, is looking forward to answering your questions! A few examples of topics she can help with are questions related to credit scores, accessing credit reports and repaying debt. Here's how you can reach out with your questions:

Email: coaching@veritycu.com

Call: (206) 315-6720

Text: (206) 315-6724

GreenPath Financial Wellness

We understand that some members may prefer to speak anonymously about their finances. That’s why we partner with GreenPath Financial Wellness, a free online resource that can help you with debt management, student loan debt counseling, educational content and more. 

Here’s some of what GreenPath has to offer: 

GreenPath University–Financial education courses, calculators, videos, webinars and more 

Webinar Wednesdays–Webinars presented the 1st and 3rd Wednesday of each month on a variety of financial topics 

Banking for you

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