Personalized Financial Coaching
- Budgeting Assistance: Learn how to create and maintain a budget that works for you. Our coaches will help you track your income and expenses, identify areas for savings, and set realistic financial goals.
- Debt Management: Get strategies to manage and reduce your debt. We’ll work with you to develop a plan to pay off loans and credit card balances and provide tips on avoiding future debt.
- Credit Score Improvement: Understand your credit score and learn how to improve it. Our coaches will guide you through the steps to build or repair your credit, including tips on responsible credit use and how to dispute errors on your credit report.
- Savings Plans: Whether you’re saving for a specific goal or just want to build an emergency fund, we can help you create a savings plan that fits your needs. We’ll provide advice on different savings options and how to stay motivated.
- Retirement Preparation - Are you ready to retire? Make sure your finances are too. See what you will need with our retirement calculator!
How to Get Started
- Fill out an Inquiry Form: Complete the Financial Coaching Inquiry Form and we will get in touch with you to get started!
- Schedule a Session: Within 24-48 hours (excluding weekends) of filling out the form, a UFirst Certified Financial Coach will reach out to you at your preferred contact method to set up the initial meeting.
- Workshops and Seminars: Inquire about our financial education workshops and seminars to learn more about managing your finances. Topics include budgeting, debt management, credit improvement, and more.
- Online Resources: Access a variety of online tools and resources to help you manage your finances. From budgeting calculators to educational articles, we have everything you need to take control of your financial future.
- Additional Question can be sent to coaching@ufirstfcu.net
At UFirst Federal Credit Union, we’re here to support you every step of the way. Contact us today to learn more about our financial coaching services and start your journey to financial wellness.
Contact Us
Member Solutions
We understand that although you intend to make your payments on time, life happens and can sometimes If you are at risk of missing a loan payment with UFirst, our Payment Solutions team is here to help. We suggest meeting with them as soon as possible.
Skip-a-Payment Plan
Our Skip-a-Payment plan is a simple option that allows you to defer a loan payment up to twice per calendar year, giving you the time you need to catch up or use the funds for other emergencies. Please note: not all loans are eligible for the Skip-a-Payment Plan.
To submit, send your completed form to lending@ufirstcu.net
Skip a Pay Form
GreenPath Partnership
Sometimes you just need a little extra support. Along with our in-house financial coaches, we partner with GreenPath to offer more in-depth guidance — especially for more complex situations or if you’d rather talk things through with someone outside the credit union.
Wherever you’re starting, you don’t have to figure it out alone.
Get Help From Greenpath