Closure Notice: We are open 9:00am -12:00pm on Tuesday, December 24, and closed Wednesday, December 25 in observance of Christmas Eve and Christmas Day. 

Skip to main content

Financial Coaching

Build a brighter financial future with the help of a certified financial coach.

Book Appointment

The Financial Guidance You Need From The Credit Union You Trust

Don't feel like you have to go it alone on your financial journey — we’re here to help you thrive financially. You can start working today with one of our financial coaches at no cost to you. All our financial coaches hold the Credit Union Financial Counselor (CCUFC) designation and are ready to help you achieve your financial goals.

Develop a Winning Budget

Take control of your spending by creating a budget that works for you and helps you free up some cash.

Start a Savings Plan

Set long- and short-term saving goals, and choose the right accounts to watch your savings take off.

Build Smart Credit

Learn responsible credit habits, improve or rebuild your credit score, and unlock better financial opportunities.

Craft a Debt Repayment Strategy

Get one step closer to financial freedom by crafting an efficient plan to repay your debt.

Meet With A Financial Coach

 

By booking an appointment, you acknowledge Gulf Winds' Privacy Notice.

Why Consider Financial Coaching?

We believe trustworthy financial resources should be available to everyone. That’s why we offer financial coaching services to you at no cost.

  • Identify where you are overspending and develop better spending habits.
  • Create a plan to help save enough money to buy a house, make that big purchase, or take your dream vacation. 
  • Plan how much you’ll need to live a comfortable retirement and how to achieve it.
  • Determine what credit factors are holding your credit score back and how to improve it.
  • Break out of the cycle of debt by teaching you how to repay them efficiently.
  • Guide you through major life changes like getting married or having a baby, and adjust your financial plan accordingly.

Our certified financial coaches can help you navigate your financial journey at any stage of your life, so you can build the financial security you deserve. Get started today.

Book Appointment

What You Can Expect

Step 1: Schedule Your Appointment

Schedule an appointment with one of our financial coaches at your nearest branch. You can use the button below to get started.

A financial coach will get back to you within one (1) business day.

Book Appointment

To get a better understanding of your income, debt, and regular expenses we recommend you bring 3 months of financial statements to your appointment.

Once you schedule your first session, your financial coach will reach out to you and let you know what documents you should bring to your appointment.

Your first session will focus on setting financial goals with your financial coach. Together, you’ll analyze your current situation and develop a plan to achieve your financial goals.

In subsequent sessions, you’ll work on implementing your plan and monitoring your progress.

A one-time session can also be scheduled to review your credit score and report. During this session, the coach will provide insights to build or rebuild your credit.

Frequently Asked Questions

They can help you with budgeting, building your credit scores, establishing realistic saving goals, and creating debt repayment strategies. Keep in mind that your financial coach is here to provide you with the tools and education you need to make wise financial decisions, but they don’t provide advice regarding investments, tax, or legal matters.

At Gulf Winds Credit Union you can see our financial coaches at no cost to you. We want to see our communities thrive, and that includes you and your family.

At this moment, our financial coaches are only available in person at a branch. The good news is all our branches offer financial coaching! You can select the location that’s most convenient for you to have your sessions with your financial coach.

Yes, anyone may schedule an appointment. However, becoming a Gulf Winds member does come with many perks! Learn how Gulf Winds moves your financial journey forward.

Our financial coaches can’t provide advice concerning investments, tax, and legal matters. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

This is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Financial coaching does not provide advice concerning investments, tax, and legal matters.