SMART FINANCIAL

Smart
Money
Coach

Build strong financial skills and reach your goals with the help of a Smart Money Coach.

Your Financial Partner

With a Smart Money Coach*, you can get actionable insights that help you navigate your finances and meet your goals—wherever you are on your financial journey. From budgeting guidance to credit conversations, a Smart Money Coach is here to guide you toward financial success.

Coaching Topics

Financial Education

Gaining the knowledge, skills, and confidence to make smart money decisions is a life skill your Coach is here to help you build.

Credit
Scores

What defines good, great and excellent scores? Your Smart Money Coach has the answer along with how-to tips for improving your credit score.

Budgeting & Saving

Meeting most financial goals starts with a solid budget and savings plan. Learn to manage your money with a smart savings strategy.

Managing
Debt

Whether student loans or credit cards, your Smart Money Coach has actionable steps to help make managing debt well, more manageable.

WHAT'S THE PROCESS OF WORKING WITH A SMART MONEY COACH?

Smart Money Method:

Schedule a free Smart Money Meeting

Meet with your Smart Money Coach

Assess your situation to get your Smart Money Plan

Review your progress with your Coach

Take action to make smart money choices with confidence

Request a free Smart Money Coach consultation

* Required Fields

Name:

Phone Number:

Email Address:

I would like assistance with:

My current level of financial knowledge is:

Are you a Smart Financial member?

Yes

Member Number:

Are you currently enrolled in SavvyMoney (via mobile/online banking)?

Yes

Unsure

Referred by:

Security Code:

It's Smart to be a Smart Financial Member

Being a Smart Financial Member has its benefits.

join today! oo

Reach your financial goals with Savvy Money

With Credit Score powered by Savvy Money, staying on top of your credit has never been easier.

access your credit score and full credit report

real-time credit monitoring

insightful credit tips and education

Get started with Savvy Money today! Simply login to the Smart Financial app and select 'Get your free credit score'.

*A Smart Money Coach is a Certified Credit Union Financial Counselor (CCUFC). Financial counseling is educational in nature and designed to help members make informed decisions. This service does not constitute investment, legal, or tax advice. We are not acting as a fiduciary in providing this service. We may review personal financial information including income, debts, and credit history. This information is used solely for counseling purposes.