Financial literacy is more than just understanding numbers– it’s about gaining the confidence and skills to make informed financial decisions that support your goals and financial well-being. At Members Cooperative Credit Union, we believe in the power of people helping people, and that includes guiding our members toward financial empowerment.
We recognize that everyone starts somewhere on their financial journey. That’s why we’ve made it a priority to invest in our team’s expertise— so we can better support you. As of December 2024, 63% of our front-line engagement specialists have become certified financial counselors, ensuring that you have access to knowledgeable professionals who can help you build positive financial habits.
Here are a few ways you can take steps toward financial confidence:
- Take Action
We understand that finances can feel overwhelming, and sometimes it’s tempting to avoid them altogether. But no matter where you are in your financial journey, you’re not alone– we’re here to support you. Gaining a clear understanding of your finances can empower you to make informed decisions, navigate the future with confidence, and build a path toward lasting success.
- Meet with a Certified Financial Counselor
A financial check-in can make all the difference. Our engagement specialists are certified financial counselors who can help you review your income, expenses, and financial goals– giving you the tools to build a stronger financial foundation.
- Plan for both the short and long term
In today’s fast-paced world, it’s easy to focus on immediate needs. But true financial literacy means thinking ahead. What do you want to accomplish in the next few months? What about the next five to ten years? Are you considering an IRA or other savings options? We’re here to help you create a plan that supports your future.
- Explore the Banzai™ Learning Center
Our Banzai Learning Center provides valuable, easy-to-follow financial resources for every stage of life. Whether the young people in your life are just beginning to start learning to save, you’re discovering what the deductions from your first paycheck mean, or you’re planning the next chapter of your financial journey, our tools will empower you to build financial confidence and achieve your dreams. Check out the links below to learn more about your available resources!
- Celebrate the journey
Once we set our goals, it’s easy to become so focused on achieving them that we overlook the smaller wins along the way. Taking a moment to appreciate the progress you’ve made is just as important as reaching the finish line. Remember, we’re here to celebrate every step of your journey with you.
This Financial Literacy Month, take a step toward financial confidence. Whether you’re just starting out or looking to refine your strategy, we’re here to help you navigate your financial journey– every step of the way.
Disclosure:
Members’ engagement specialists have successfully completed a financial counselor certification program equipping them with knowledge and tools to assist members. Engagement specialists are not financial advisors. Members does not provide tax, accounting or legal advice. For complex situations please contact a financial advisor or other appropriate professional.
Banzai™ is a trademark of Banzai Inc.
Membership required.
