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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 Chat

Our Financial Coach, Charnell, is looking forward to answering your questions!  Below are the upcoming chat sessions. 

Repaying old debt. May 23rd from 4-6 p.m. and May 24th from 2-4 p.m.

Youth accounts- Savings and Checking questions on June 2nd from 12-2 p.m. and June 3rd from 9-11 a.m.

Establishing credit and building a credit score on June 8th from 4-7 p.m. and June 10th from 10 a.m. to 12 p.m.

Feel free to jump on chat even if your question isn't related to the weekly topic!  If you are unable to chat during these times, email your questions to coaching@veritycu.com or contact Charnell by phone at (206) 315-6720.

 

Ask Our Coach

If you have personal finance questions, you can also bring them to our in-person or virtual Ask Our Coach sessions. These free events rotate between Verity branches and onlinecheck our Events Calendar to find the next Ask Our Coach date. No sign up is requiredfirst come, first served.

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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