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PFCU Financial Coaches

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