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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. 

GreenPath Financial Counseling

GreenPath financial counselors are available to co-create plans with Verity members to feel more confident in their financial lives. Topics include:

LearningLab+ by GreenPath

GreenPath's LearningLab+ is a free, online portal offering Verity members easy-to-use educational experiences.  Simply create a profile and log in to access engaging, hands-on "Choose your own Adventure" style coursework to build financially healthy habits. Examples include:

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