EmpowerU and your finances.

Your Financial Wellness is Important. 

 At UFirst, we care about your financial wellness and we understand that each person's financial situation is unique.  Money affects almost every aspect of our lives and and it can directly impact personal relationships, work and your health. Financial challenges happen to everyone and they can occur at anytime.  That's why we're now offering Financial Coaching through our EmpowerU program. Financial Coaching can help you face those challenges with a solid budget, managing your spending and debt or improving your credit.

We know it's not always easy to ask for help, but this is a judgement free zone. We work with finances every day and our focus is simply to help you get to a place where you feel empowered by your finances, not burdened by them. And the best part is that this service is completely free.

Credit  Reviews

Learn  about credit scores and find ways to improve or build yours. 

Financial Fitness

Create a budget that works and build emergency savings, plan for retirement and more. 

Debt Assessment

Get tips and tools to help you consolidate and/or pay off your debt. 

Home Purchase

Review your credit and cash flow to help you feel more prepared to purchase a home. 

Every Champion Needs a Support System...Meet Yours:

Unlike financial advisors, our coaches don't make decisions for you. Instead, they'll work alongside you to tackle debt, expenses and other financial challenges and help empower you to take control of your money and make your financial goals possible.

Our financial wellness coaches have committed themselves to becoming certified Credit Union Financial Counselors (CCUFC), so they can help you better your financial quality of life through education and guidance.

Jessica Bernard Lending

Jessica Bernard

Lending Manager & Certified Financial Coach

Best Financial Advice She Would Give:

"Invest in yourself, be mindful of planning for the future, so you can live the life you dream of."

Jody Carpenter

Jody Carpenter

VP of Human Resources & Certified Financial Coach

Best Feeling from Coaching Students:

"Seeing a student a year after completing the NEFE program and having him say he would use the info for the rest of his life."

Leah 2

Leah Dubrey

Loan Consultant & Certified Financial Coach

Best Financial Advice She Received: 

"Budget your spending between your bills, necessities, wants and fun. Set aside everything you can."

 

 

What to expect

Scheduling: 

Connect with one of our financial coaches to schedule your appointment. While you wait to meet with one of the, complete our Financial Health Form so that you're one step closer to your goal. 

Email us

Documents:

We may ask that you bring in 3 months of financial statements so we can have a better idea of your income, debts, expenses, etc.

Our financial coaches will reach out to you after you schedule your first session to let you know what documents they will need you to bring.

Sessions: 

In your sessions, our financial coaches will work to understand your goals and create a plan depending on what your needs are. 

Tools: 

When working with you, we may refer you to our financial partners who offer additional tools and resources for financial resources.