Personal Financial Coaching

No matter where you are in your financial journey, meet with one of our financial coaches and get free help with your finances.

Schedule an Appointment

Empowering You

Unitus’ financial coaching is a no-cost benefit of your credit union membership. We’re here to help take the stress out of money by providing you a personalized plan to reach your financial goals. After meeting with a financial coach you’ll:

Have confidence when making money decisions
Take control of your daily finances
Recognize and understand you spending habits better
Be prepared for emergencies that could affect your finances
Have peace of mind saving toward your financial goals
Learn strategies to pay down high-rate debt and build your credit
Have confidence exploring, planning, and optimizing your retirement planning

While our coaches can’t provide investment advice or correct issues on your credit report, we can point you in the right direction of those that can help.

Meeting with Your Financial Coach

To make the most of your financial coaching appointment, we recommend bringing information about:

Your current budget
Financial and personal goals
Any concerns about your current financial situation

This will allow your coach to better understand your situation and provide tailored and manageable goals that you can work toward.

Schedule an Appointment

Select the branch location where you would like to meet. (Spanish appointments are not available at every branch.)

Bridgeport Village Branch

Select appointment language:

English

Spanish
Cascade Station Branch

Select appointment language:

English

Spanish
Clackamas Branch

Select appointment language:

English

Spanish
Gresham Branch

Select appointment language:

English
Multnomah Village Branch

Select appointment language:

English
North Williams Branch

Select appointment language:

English
Salem Branch

Select appointment language:

English

Spanish
Tanasbourne Branch

Select appointment language:

English
Virtual Branch

Select appointment language:

English
Westmoreland Branch

Select appointment language:

COMING SOON

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