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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 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

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

**Coaching chat will be unavailable on Thursday, November 26th. Regular coaching chat hours will resume on Wednesday, December 2nd.**

 

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 drop-in 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. 

GreenPath Financial Wellness logo

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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