Certified Financial Coaching The moment you become a member at BMI Federal Credit Union, you have access to our award winning Financial Education Program, including Certified Financial Coaching*. Financial Coaching is free for our members and customized to meet your financial needs and goals. Have a quick question? Email a Certified Financial Coach Schedule Meeting with a Coach Please note that in cooperation with the recommendations from our federal and state public officials regarding COVID-19, all Financial Coaching sessions will be taking place by phone for the time being. Step 1 Complete our Financial Education Coaching Agreement if this is your first coaching session. If not, proceed to Step 2. Step 2 Make Your Appointment Name Reason* - Select a reason - Budgeting and Saving Debt Management Financial Issues - COVID 19 Home Buying Improving Credit Score Student Loan Repayment Other... Location* - Select a location - Meet by Phone Date* Tue, Jun 22 Wed, Jun 23 Thu, Jun 24 Fri, Jun 25 Tue, Jun 29 Wed, Jun 30 Thu, Jul 1 Wed, Jul 7 Fri, Jul 9 Tue, Jul 13 Wed, Jul 14 Thu, Jul 15 Fri, Jul 16 Tue, Jul 20 Wed, Jul 21 Thu, Jul 22 Fri, Jul 23 Tue, Jul 27 Wed, Jul 28 Fri, Jul 30 Tue, Aug 3 Wed, Aug 4 Thu, Aug 5 Tue, Aug 10 Wed, Aug 11 Thu, Aug 12 Tue, Aug 17 Wed, Aug 18 Thu, Aug 19 Tue, Aug 24 Wed, Aug 25 Thu, Aug 26 Fri, Aug 27 Tue, Aug 31 Wed, Sep 1 Thu, Sep 2 Fri, Sep 3 Tue, Sep 21 Wed, Sep 22 Thu, Sep 23 Fri, Sep 24 Tue, Sep 28 Wed, Sep 29 Thu, Sep 30 Fri, Oct 1 Tue, Oct 5 Wed, Oct 6 Thu, Oct 7 Fri, Oct 8 Tue, Oct 12 Wed, Oct 13 Thu, Oct 14 Fri, Oct 15 Tue, Oct 19 Wed, Oct 20 Thu, Oct 21 Tue, Oct 26 Wed, Oct 27 Thu, Oct 28 Fri, Oct 29 Tue, Nov 2 Wed, Nov 3 Thu, Nov 4 Fri, Nov 5 Tue, Nov 9 Wed, Nov 10 Thu, Nov 11 Fri, Nov 12 Tue, Nov 16 Wed, Nov 17 Thu, Nov 18 Fri, Nov 19 Tue, Nov 23 Wed, Nov 24 Thu, Nov 25 Fri, Nov 26 Tue, Nov 30 Wed, Dec 1 Thu, Dec 2 Fri, Dec 3 Tue, Dec 7 Wed, Dec 8 Thu, Dec 9 Fri, Dec 10 Tue, Dec 14 Wed, Dec 15 Thu, Dec 16 Fri, Dec 17 Sat, Dec 18 Time* - Select a time - 1am 2am 3am 4am 5am 6am 7am 8am 9am 10am 11am Noon 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm Email Phone * Required You may also contact us at 614.707.4000, or stop by an of our five branches in Dublin, Westerville, or Columbus. Back to Financial Education *Coaches are located at every branch, and their services are offered FREE of charge to all members. Our coaches are certified through certified through the Credit Union National Association (CUNA), and are required to be re-certified every three years. Coaching sessions may be conducted by video conferencing. If video conferencing is available, BMI FCU will schedule the session using the approved platform. BMI FCU will protect the information discussed during this session, pursuant to the ZOOM PRIVACY POLICY, however, BMI FCU does not guarantee privacy or information will be protected through the use of a Third-Party Video Conferencing Platform. BMI FCU will utilize all appropriate security features provided by the Third-Party Video Conferencing Platform to protect your conversation and information exchanged. Information is available upon request regarding the Third-Party Video Conferencing Platform’s privacy and security policies prior to the initiation of a session. Authorization can be rescinded at any time during the any financial coaching sessions through video.