Financial Coaching

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 in person, 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

March is National Credit Education Month! Every Wednesday in March, coaching chat will be dedicated to credit education and helping you understand the tools available to help you build, establish or repair credit. No sign up required—just click the chat link below on Wednesdays from 4pm-6pm.

Have a quick question but don’t require a full appointment? Try coaching chat, available Wednesdays from 4:00 p.m. – 6:00 p.m., and Thursdays from 11:00 a.m. – 2:00 p.m. If you are unable to chat during these times, email your questions to coaching@veritycu.com. 

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 online—check our Events Calendar to find the next Ask Our Coach date. No sign up is required—first come, first served.