Financial Well-being
Leading a financially healthy life is key to helping you achieve your dreams. Whether you’d like to pursue financial education & wellness, financial counseling, or a bit of both — we are here to help!
We believe in empowering our members with the right information and tools to help you take control of your finances and improve your financial well-being.
Select a path below to get started...
Personal Financial Coaching Path
Meet with one of our Unitus Financial Coaches and get free help with your finances. Our goal is to provide and empower you with the information and knowledge you need to reach your financial goals. Get help with the following and much more:
- Credit card debt/consolidating debt
- First-time homebuyer questions
- Understanding the setting a budget
- Navigating life changes that impact your finances (marriage, divorce, college, etc.)
- Retirement questions and how to save with accounts like an IRA or 401k
Financial Education & Wellness Path
Our self-service financial wellness platform Enrich, includes financial education courses, personalized videos, articles and easy-to-use tools to help improve your financial well-being. Create a free account to get personalized relevant content based on your situation and stage of life.
Financial Education & Wellness
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Free Financial Checkup
In less than 5 minutes, assess your finances and get the recommended tools you need to be successful.
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Discover your money personality
Review your financial personality together and discover how your money decisions are made.
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Financial education and prizes
Complete tasks on your dashboard to earn Sprouts. Trade-in your sprouts for entries into a prize pool every month.
Financial Counseling Path
We’ve teamed up with GreenPath™ Financial Wellness, one of the largest and most respected credit counseling agencies in the nation to offer credit counseling services (some at no cost to you).
Counseling Services
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Financial Counseling
Receive a free financial counseling session with a professional counselor.
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Student Loan Debt Counseling
Two tiers of service available to help you find a clear path forward.
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Housing Counseling
Homeownership counseling and education can help you navigate the process and make informed decisions.
More Financial Wellness Blog Articles
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8 Essential Financial Figures to Know
When it comes to overall financial health, there are several steps one can take to create a realistic and actionable plan to help sustain or improve their financial circumstances.
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Everything You Need to Know About Managing Financial Stress
Even though financial stress is common, this doesn’t mean that you can’t do anything about it.
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5 Tips for Developing Your Credit Card Debt Payoff Strategy
When it comes to paying off credit card debt, there are two separate goals: to reduce debt overall and reduce payments due. Use the combination of these tips that best fits your goals.
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