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Financial Wellness Program

Your Path to Financial Confidence and Freedom.

Money & Beyond: Empowering Your Financial Journey

Call Federal’s Money & Beyond Financial Wellness Program provides the tools and guidance you need to achieve financial confidence and stability, whether in-person or virtually.

Money & Beyond Overview

Our Financial Wellness Program, which we call Money & Beyond, reflects our commitment to fostering optimism, collaboration, authenticity, and innovation. Through three core principles, we’ll help you gain greater self-awareness, understand financial fundamentals, and go beyond to achieve your dreams while making a positive impact on the world.

Number 1

Creating Self-Awareness

Gain insight into the habits and attitudes shaping your financial decisions. Understanding yourself helps you focus on what matters and achieve your goals.

  • Discover Your Money Personality: Explore the habits influencing your financial health.
  • Follow Your Passion. Worry less about money and dedicate more time to what inspires you.
  • Identify Your Goals. Develop actionable plans to make your dreams a reality.

By embracing self-awareness and aligning your actions, you create a clear path to a fulfilling financial future.

Number 2

Understanding the Fundamentals

Build a strong financial foundation with tools and knowledge to confidently take control of your money and achieve your goals:

 

  • Learn Credit Report Basics. Understand how your financial history impacts your future.
  • Develop a Spending Plan. Manage income and expenses effectively.
  • Establish Periodic Savings. Prepare for emergencies and achieve short- and long-term goals.

With these steps, you can take charge of your financial future and work toward lasting confidence and success.

Number 3

Go Beyond

Achieve more than financial success—invest in yourself, protect your achievements, and give back to your community.

  • Invest in Yourself: Prioritize physical, emotional, and financial well-being.
  • Protect Your Worth: Safeguard everything you’ve worked hard for.
  • Give Back. Find joy and purpose in contributing to a better life for others.

Together, these actions empower you to build a fulfilling, secure, and meaningful future full of opportunities and growth.

Your Path to Financial Confidence and Practical Solutions

At Call Federal, we empower members with practical solutions, exceptional support, and expert guidance to inspire confidence on their financial wellness journey.
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Missions & Principles

Explore the principles that guide us in empowering your financial confidence and helping you achieve your goals.

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Money & Beyond Blog

Our Money & Beyond Blog offers relatable stories, expert tips, and practical advice to financial wellness.

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First-Time Homebuyer Resources

Find answers to the biggest questions you’ll face as you start your home search.

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Financial Wellness Coaching

Call Federal provides financial wellness coaches to support and guide you through life’s financial opportunities and challenges.

Savings

Security and Fraud Prevention

Financial security is vital, and Call Federal is here to help you prevent fraud and protect your identity from scammers and thieves.

Community

Workshops

Explore our online resources, financial webinars, and customized workshops to meet our credit union and community members’ needs.

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Get your free credit report today

Request your credit report from each of the three major credit bureaus for FREE at annualcreditreport.com.

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Build your financial confidence

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

We’re here to help!

Contact Call Federal today for more information and expert guidance to meet your financial wellness goals.

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We would love to learn more about you. Please select the option that best describes your current relationship with us:

Questions?

Let’s Talk. Contact us today.

(Current Members: If you already have an account, simply login to your Online Banking and select “Open An Account” to get started.)

 

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Explore our Money & Beyond Blog

Read inspiring stories, find practical financial tips, and guides to financial wellness.