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
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.
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
BudgetSmart–Budgeting software to help you plan and stay on track
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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