Financial Coach
Take back financial control! Learning the smartest way to manage your money is the first step toward financial freedom. Managing money and debt is often overwhelming. Speak to someone you can trust – a free Money FCU financial coach. We’re here to personally design and build a plan for your best financial life. Help is closer than you imagined.
What is a financial coach?
Financial coaches provide help by putting members in their best position to reach their monetary goals, such as improving credit, getting out of debt, learning to budget, building a financial plan for the future, saving money, and more. A financial counselor gives personalized guidance in order for clients to reach their goals. They become your money coach for budgeting advice, personal finance, and your best financial planning for the future. Every person is different, and so is your situation and financial capability. With help, you’ll overcome the financial challenge of money management and poor spending habits, as well as build a personalized plan for success. Together, Money FCU financial coaches and you will set an objective to reach financial stability through financial education.
Financial independence – working toward a brighter future!
Whether you’re seeking help creating a budget or looking for a way to improve your credit, coaching helps you reach your end goal. Financial coaches sit with you to design a manageable action plan that puts you on track to hit your monetary goals. Financial decisions never come easy. It’s nice to know you can get free help to build healthy financial habits and design a solid action plan for leveled success.
Overcoming the misconception that free financial coaching is a bad thing.
People have the common misconception that a free financial coach means that they won’t put forth much effort to help you. There’s also a stigma that it’s something to be ashamed of. This idea couldn’t be further from the truth. The credit union trains employees to be financial coaches for the betterment of our members. Our coaches take on a full-service, hands-on approach to each member without judgment. Most importantly, you’ll never get a conflict of interest from someone who makes a commission or tries to sell you certain products or services that make them money. Our coaches offer advice and financial literacy, not products or services you can purchase. We are real people who have experienced the same things you have. Life happens, and we understand that. No fees, no tricks, no gimmicks. A Money FCU financial coach works for you, just like your credit union does.
Celebrate your freedom!
How does financial coaching give me the financial freedom I’m seeking? Coaches guide you through best practices and provide knowledgeable advice to overcome obstacles or assist in furthering your understanding and methods of financial freedom. Learning financial literacy helps simplify your problem areas. You’ll learn to take control of your finances and feel confident in your financial practices. Coaches help you develop a plan toward your personal goal and understand how you’ll reach it. Learning healthy financial habits enables you to obtain control over your financial plan. Advancing your financial education allows you to focus on other things in your life. Say hello to your financial independence.
The Credit Union is where I got my start and has always taken good care of me despite moving 10 different times.
You guys are always so friendly when I call, I love calling all of you because you’re always so upbeat and nice!
I started banking with you in 2000, almost 19 years ago. Best bank ever, I moved to CA and you made banking easy when doing electronic banking wasn’t really popular yet.
Everything, anything you guys do with me is done 200%. I KNOW that you’ve got my back. Thank you for this, and for everything you help me with. I truly appreciate it.
I commend your staff; they are always very pleasant and willing to assist my needs. Customer Service is very important to me and the credit union definitely shines in this area.
This is by far the best credit union, you guys are so good, you’re always on top of everything and you make me feel like my account is safe.
I do not say it often enough, but you have great staff! Nothing is ever a problem, they are terrific! Amy just helped me out big time and Debbie is always my #1 at the credit union.
I just wanted you to know that it is so nice to get a real person when I call in instead of an automated machine. I really appreciate it.
I just LOVE all of you there. People ask me why I use a credit union in Syracuse and I tell them you can’t beat the customer service!
Thank you for watching for fraudulent activity so diligently. Not only do you notify me when there is suspicious activity, but you are quick to help recover the money.
I’ve been in Charlotte for 7 seven years and I will not change banks because of this type of customer service.
Thank you MFCU for all the work you do and for really treating your customers like family.
I have to say it again – our credit union is absolutely the best! Hands down, no one else even comes close to the exceptional customer service and knowledge that you receive at Money FCU.
I told the car dealer I am sure that I want use Money for financing. The difference is only $7.00 per month. You have the very best customer service of any financial institution that I have worked with. Your customer service is worth every penny of the $7 per month and then some!
Each representative takes a special interest in any request made, with coordinating efforts by everyone. At a time when I was in transition, MFCU gave attention to what I needed to continue with them, now over 40 years.
I have been a member since 1987 and would NEVER, NEVER, EVER leave Money FCU under ANY circumstances!!
I wanted to let you know how much I love having Money instead of Chase! You guys have all been amazing since I have opened my account and I am so happy that I switched!!
I just love Debbie. She’s my hero!
As we are wrapping details around our third vehicle loan inside of a year or so, I just want to say thank you again. Your customer service is off the charts, and you are a pleasure to deal with.
Thank you to all of you! You girls are so wonderful! I love my credit union.
I thought I would take this opportunity to share with you what phenomenal employees you have. We couldn’t be happier to be blessed enough to have found MONEY FCU, and all that this bank encompasses.
I moved everything out of M & T Bank to you because of the service I receive. I just love you guys!
MONEY Federal Credit Union is people – a great group of people – who leave no doubt that while they are helping me, I am the most important thing going on that day.
I am not sure who is working their magic, but without it my wife and I wouldn’t be able to purchase this house we fell in love with in a neighborhood we fell in love with. I truly appreciate everything Money Federal Credit Union does for my family!
YOU ROCK!!
I have been a member since around 1992 or so and, even though I no longer work at Mutual of New York I have had nothing but excellent service from EVERYONE and I will never stray.
When you walk in the door you are always welcomed with a smile and happy greetings. Nothing is ever hard to do. When I need a loan it’s done and ready for me and I don’t even have to do anything! Just come in and sign!
You guys are the greatest. So professional and up to date with technology!
I have been banking with MFCU since I was 17 years old. I left NY and banked with other companies but I came back to MFCU. I am so happy that I did!! Your staff has always been so helpful. I just figured you would want to know that your staff is great and they deserve an extra day off :)
You guys haven’t changed a bit since I opened my account in 1987! You are all still so nice to deal with and I’m glad the changing times hasn’t hardened you into being unappreciative of your members. I now live in NJ and you are the best Credit Union I have ever had the pleasure of doing business with!
I remember when I joined the CU in 1980 and you were located in a closet upstairs, and you would write the number of members and the percentage rate on a chalk board on the wall.
I just wanted to let you know that your staff has been so helpful since the move out of the building. The staff is always quick and kind. You said that a Credit Union is much like a Bank…I would say that the Credit Union is much better than a bank. I appreciate you guys!!
I just wanted to let you know how awesome you are! I tell anyone who’ll listen about the GREAT customer service I get from the MONEY FCU. With commercial banks becoming less and less friendly and helpful and more and more costly, you guys are the best thing around!
I just went through one of the most painless processes getting a home improvement loan. I couldn’t believe how quick and smoothly everything went. I was quite impressed at the level of service. A special thank you also goes out to Debbie for her efficiency and for being so easy to work with!
I love you guys, one call and it’s done. Love, love, love you all.
I just went through the process of taking out a car loan. If it weren’t for Melissa, I wouldn’t have been able to get things done. I wasn’t sure about what to do for so many things, but Melissa did! She was always there for me, quick, soooooo much help. Lucky for me I was smart enough to join your credit union years ago.
I am so grateful to have such kind and helpful people to work with on my banking needs.
When our office moved I decided to keep my account with you because I don’t mind the 10 minute drive downtown to deal with you guys because you’re always so helpful and friendly.
