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Financial Wellness Coaching

We guide you on the journey to financial empowerment.

The right advice at the right time. Now.

Tackle debt, expenses, and other financial challenges with insights and guidance from our financial wellness coaches.

 

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Free Financial Wellness Coaching

Financial wellness coaching sessions are free-of-charge for Call Federal members.

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Available at all Branches

Schedule an appointment at your local Call Federal branch to meet with a financial wellness coach who is ready to walk alongside you.

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Sessions by Appointment

We work together to schedule a time to meet when it is convenient for you.

Your financial wellness is important!

Meet the team committed to you.

Life stage coaching

Meet with one of our Financial Wellness Coaches for personalized advice for any life stage that you may be experiencing. We’re here to provide the support you need.

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Getting Started

When you’re stepping into independence, financial decisions can feel overwhelming—but you’re not alone. At Call Federal, we’re here to empower you with practical solutions, expert advice, and a genuine desire to help.

As you navigate this exciting stage, we support you with:

  • Guidance on consolidating student loans
  • Tips for managing your checking account
  • Tools to build and improve credit
  • Insights into apartment leases
  • Steps to start your 401K

We’re dedicated to providing innovative resources and inspiring hope. No matter the challenge, you’ve got this—and we’re here to help.

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New Beginnings

New beginnings bring excitement and opportunity, but they can also come with financial challenges. At Call Federal, we’re devoted to helping you navigate these important moments with practical solutions and a genuine desire to uplift and inspire hope.

During this stage of life, you may face:

  • Budgeting for a wedding
  • Merging finances
  • Saving to buy your first home
  • Raising kids to be financially savvy

With teamwork and expert guidance, we’re here to ensure the financial planning behind these big life moments leads to joy and lasting success. Together, we’ll help you build a future full of happy memories!

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Life’s Unexpected Turns

Life is full of ups and downs, but you’re not alone. At Call Federal, we provide solutions, expert guidance, and support to help you face life’s challenges with confidence.

Curveballs like these can arise:

  • Health issues
  • Unemployment
  • Reduced overtime
  • Divorce
  • Natural disasters

No matter what comes your way, we’re here with tools and resources to help you stay resilient.

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Taking Control of Your Debt

Feeling overwhelmed by debt can be stressful, but you’re not alone. At Call Federal, we’re here to empower you with practical strategies and expert guidance to help you reduce your debt and take charge of your financial future.

In this stage of life, we focus on:

  • Controlling credit card usage
  • Developing strategies to reduce your debt
  • Effectively managing your mortgage
  • Navigating student loan repayment

With a clear plan and the right support, you can regain control and move confidently toward your financial goals. Let’s tackle it together!

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Caring for Aging Parents

Caring for aging parents brings both emotional and financial challenges. At Call Federal, we’re here to guide you with practical solutions, helping you navigate this path with compassion and confidence to ensure your loved ones are supported.

Here’s how we can help:

  • Explore costs and financial options for healthcare and long-term care.
  • Balance caregiving costs with your financial goals.
  • Access helpful resources.
  • Identify and prevent scams targeting seniors.
  • Get expert guidance on wills, trusts, and asset management.
  • Manage caregiving stress with trusted advice and tools.

We’re here to provide the knowledge and support you need to care for those who cared for you.

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Ready for Retirement

Congratulations—you’ve reached an incredible milestone! As you prepare to retire, you might be asking yourself: “Am I ready?” and “How should I manage my finances in retirement?” At Call Federal, we’re here to guide you through the important financial decisions of this exciting stage of life.

Key considerations include:

  • Navigating Social Security
  • Planning your estate
  • Preserving your wealth
  • Protecting yourself from elder abuse and financial scams

Our mission is to provide practical solutions and expert advice to help you retire with confidence, security, and peace of mind. Let us support you as you embrace this next chapter!

Build your financial confidence

There’s always something new to learn about managing your money. Our courses cover essentials like saving, investing, and debt payoff, insurance, and more.

We’re here to help!

Have questions? Contact us today for more information and guidance.

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