What is a financial coach?

Financial Coaches work with you to understand your unique financial situation, judgment free, and provide solutions to support your specific needs. A financial coach is a skilled professional who works with and guides their client to reach their financial goals.

What do financial coaches do?

• Asses client’s financial habits
• Discuss financial goals and timelines
• Establish a budget
• Build financial plans

How can a financial coach help me?

• Create and maintain a budget
• Establish and meet goals
• Get out of debt
• Save for special occasions
• Improve or build your credit
• Get ready for retirement

How can I find a financial coach?

Succeed in all your life stages with the expert consult of our Financial Coaches. To set up an appointment today, please call 844-517-3611 or email pfcuinfo@pfcu4me.com.