I can accomplish my financial goals
Managing finances in an ever-changing world can be tricky. The Chaffey FCU W.I.S.E. Financial Coaching Program was established to guide you towards financial wellness.
W.I.S.E. is a free service for Chaffey FCU Members.
Receive guidance to overcome a variety of financial challenges, such as building savings or spending plans, managing debt, or finding solutions to unexpected financial changes. Your coach will assist you during the duration of your up-to 13-month program, with personalized appointments and check-ins based on your needs and schedule.
Chaffey FCU W.I.S.E. Financial Coaches have been certified by the America’s Credit Unions (formerly the Credit Union National Association), through their Financial Counseling Certification Program.
Build your goals.
Knowing where you want to be financially is the first step to getting there. Get a complete understanding of your finances and the options available to you through a financial review with our coaches.
Establish a plan.
Stay on top of financial challenges with a personalized financial plan to help you manage your spending, savings, and debt. Our team will take a detailed look at your financial situation and offer resources and tips catered to your financial needs.
Take back control.
With help from your coach, your personalized goals and plan will help you build the financial future you deserve. If more challenges arise down the line, your coach will be ready to review the changes and help you build a new strategy.
The Financial Coaching difference.
The goal of financial coaching is to help you build a complete picture of your financial needs and goals. Our team of Financial Coaches are not Financial Advisors. Instead of making financial decisions for you, Chaffey FCU W.I.S.E. coaches are trained to help you understand your financial situation, establish personal goals, and build habits to overcome financial challenges through coaching, resources, and education.
- Personalized to fit your financial situation, lifestyle, and needs
- Assess your financial behaviors and attitudes
- Explore money management and savings plans
- Understand your personal credit history, score, and how to improve it
- Gain insight on debt management and solutions
Your Wellness is Our Priority
Should you need extra help on your journey to financial wellness, our team may utilize resources from external sources to ensure you have the tools to be your best self.
Additional resources may include:
- Aros Asset Management
- Foothill Family Shelter
- United Way
- 211 Network
Your privacy is important.
The information you share in this program will be strictly confidential. Your information will never be shared with anyone outside of meetings with your W.I.S.E. coach, including other Chaffey FCU employees or external resources, unless you give your coach explicit approval as they work to find the best solution for your needs.