Financial Education
Empowering your financial future together.
Explore some of our awesome financial education programs below.
Financial Education allows you to build a strong foundation for managing debt, investing wisely, and planning for retirement.
Pathways to a Brighter Future
We’ll connect you with one of our Certified Financial Coaches for free! Our certified counselors will help you reduce debt, reduce payments, increase your savings, and build a personalized financial plan.
We’ll even help you start your nest egg with $400 for free if you stick with us for at least 4 months. That’s a pretty fancy egg, but you deserve it.
To take advantage of our excellent program, follow the steps below.
- Complete the remote enrollment form at www.tfaforms.com/4765279
- Schedule a phone or in-person meeting with one of our Personal Financial Coaches.
- Open a Free Kasasa Checking Account and agree to 3 basic financial goals: reduce debt, reduce payments, and increase savings.
- We’ll deposit $400 in your Free Kasasa Checking Account if you stick with us for at least 4 months.
If you have any questions, please contact our pathways team at:
559-563-2207 or pathways@tucoemas.org
Balance
Life presents major financial questions, and they’re not always easy to answer alone. That’s where BALANCE Financial Education comes in.
Our partnership with BALANCE gives you access to the San Francisco-based company’s staff of financial counselors who provide free, objective information and assistance. Whether you want to get out of debt, ask about mortgages or retirement, or find out how to save more for college, BALANCE can put you on the right track.
Focused On Your Financial Well-Being
BALANCE provides more than just advice, too. If you’re struggling with debt, for example, they can help you create a payoff plan and negotiate with creditors to reduce payments, interest charges and fees. And by being a Tucoemas Federal Credit Union member, you won’t have to pay the $20 administrative fee.
BALANCE can help in numerous ways, so don’t go it alone when it comes to your finances. Just call toll-free to (888) 456-2227 to speak to a counselor Monday through Thursday from 5 a.m. to 8 p.m. PST, Friday from 5 a.m. to 5 p.m., or Saturday from 8 a.m. to 5 p.m.
Join Us
We value you and all that you do.