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Free Services to Improve Your Financial Lives


Our award-winning Financial Education Program is designed to help your every need, from starting a budget, to working toward a savings goal, or financing your dream home or car.

Our free financial services include one-on-one Financial Coaching in central Ohio, with Credit Union National Association (CUNA) certified Coaches.

Not sure where to start?

Fill out our Financial Fitness Self-Assessment form to get started, and explore which services below best suit your financial education needs. 

Explore Our Services

Certified Financial Coaches
Schedule your appointment today to meet over the phone with a Certified Financial Coach* in Westerville, Columbus, or Dublin. Our coaches are certified through the Credit Union National Association (CUNA) and are ready to hear your financial needs, concerns, and dreams.

Community Workshops
Free Community workshops occur frequently throughout the month, available as either on-site presentations or virtual webinars. Workshops are designed to address the topics you care about, and are held by top experts in lending, law, finance, hiring, housing, and more. Please note that all virtual webinars will be through Zoom. Zoom login details will be provided in your reminder emails.  

Online Learning Center
Our Online Learning Center provides instructional videos, interactive modules, and financial calculators to answer all the important questions to set you up for financial success.

Spotlight: Your Emergency Fund

Check out our Financial Wellness Spotlight all about how to start and maintain an emergency fund.  

Stay in Touch with the Latest! 

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Featured Article: Financial Education: What It Means and Why It Matters

*Coaches are located at every branch, and their services are offered FREE of charge to all members. Our coaches are certified through the Credit Union National Association (CUNA), and are required to be re-certified every three years.