Your goals are our goals. A new home, a new car, to get out of debt, to save enough for retirement or your kid’s education, or just know where all your money is going.
With MCU Assist, we’re here to help. For free. Because we believe everyone deserves financial confidence, MCU member or not.
Below we offer different tools to help in a way that fits your schedule and needs.
The On-Demand Assist
We have compiled informative articles and invited industry experts to lead webinars to help you feel more comfortable and confident in your financial situation.
This section is great if you want to see what’s already out there. If you like getting information and applying it to your situation. All on your time at your speed.
We also have great information for the Young Adults and Young Kids in your life. Helping the younger generation learn how to manage their money in a healthy way right from the start.
The Young Adult page has tips for understanding credit cards and learning about credit scores as well as local tuition assistance programs and a link to our own Raising Minds Higher Education Scholarship. For the Young Kids we offer learning through games and activities to get them familiar with money and the benefits of saving.
The Personal Assist
If you’d like to dive deeper into your financial goals and plans, we offer free financial coaching. You meet one-on-one with one of our Credit Union Certified Financial Counselors to go over your personal situation. We offer goal specific sessions like:
- Debt Repayment Planning
- Budget Planning Assistance
- Home Buying Preparedness
- Retirement Planning
We also offer a Financial Check-Up option if you are just interested in fine tuning your finances or don’t know where to start.
Interested in getting started with a Financial Coach? You can choose a coach, date, and time to set up a meeting. Virtual or in-person. Our goal is to make it as easy as we can for you to reach your goals.
