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