Free Certified Credit Union Financial Counseling

TruMark Financial understands the financial challenges many in our communities are facing. In today’s ever-changing economy, it can be difficult to stay financially stable. That’s why we offer free certified financial counselors who work one-on-one with our members to navigate personal finances and understand and overcome financial challenges.

We can help you overcome some of the most common financial obstacles and direct you how to:

Create a strong household budget
Establish goals through saving and investments
Evaluate your current debt-to-income status
Identify ways to improve your credit score

No matter where you are on your journey, all members will be assessed by our counselors and receive a customized financial plan.

At TruMark Financial, we believe it is important for our members to have the opportunity to grow personal wealth without having to pay for financial guidance. If you are not a member, consider taking this opportunity to join and participate in this personalized counseling program. All sessions are:

Free
Confidential
No Obligation
At your convenience

How does it work?

The counselor will make an introductory call to you and schedule a time to discuss your financial status.

You will experience an educational session that will help identify improvements to your current financial management strategies.

Take action towards improving your financial future. Fill out the form below to get started!

Financial Counseling Request

Name(Required)

First Last

Email(Required)

Email Address Confirm Email Address

Phone(Required)

Are you a member of TruMark Financial?

Yes

Which is the best way to contact you?(Required)

Financial category to address(Required)

Create a budget

Manage debt

Improve credit score

Establish a goal

Other

Choose all that apply

What prompted you to reach out to a financial counselor?(Required)

What would you like your counselor to know about your situation?(Required)