Personalized Financial Counseling
Ready to level up your finances to achieve more?
Abound's Dollars & Sense program was made just for you! Sign up today to work one-on-one with one of our nationally certified Credit Union Financial Counselors. This program is specifically tailored to those who are ready to go to the next level in financial management. We're ready to help you increase your financial know-how to achieve your goals!
Note: If you are experiencing a financial emergency, this program may not be for you. Instead, we have Member Solutions Counselors on standby to help you through your immediate financial challenges. You can reach them at 800.285.5669.
Note: If you are experiencing a financial emergency, this program may not be for you. Instead, we have Member Solutions Counselors on standby to help you through your immediate financial challenges. You can reach them at 800.285.5669.
Why Consider the Dollars & Sense program?
At Abound Credit Union, we believe that financial wellness is at the center of living a healthy and happy life. As your trusted partner in your financial journey, this program is offered to you at no cost.- Gain valuable insights into your spending habits.
- Create a comprehensive spending and savings plan to help you reach your goals - whatever they may be.
- Learn about how to save for those pesky expenses that sometimes catch us all off guard.
- Get a better understanding of credit factors that impact your ability to borrow and your interest rates.
- Break out of a paycheck-to=paycheck cycle by learning how to be more proactive with your finances.
What You Can Expect
A Financial Counselor will reach out to you within three (3) business days of your inquiry to coordinate your first meeting.
Request an Appointment
Request an Appointment
Our program was expertly curated to make the most of our time together.
- You will meet with your counselor for four (4) sessions, each lasting approximately 60 minutes.
- You and your counselor will meeting one time per month, in-person or virtually.
- Your Counselor will guide you through each session - understanding your goals, completing activities and providing advice.
- After each session, your counselor will provide guidance on real-world activities that you will complete in between sessions to put your newfound knowledge and skills into practice
Frequently Asked Questions
It's FREE! At Abound Credit Union, you can participate in this program at no cost to you. We understand that Finan cial Wellness is a critical piece on overall wellness. We want to see our communities thrive!
Absolutely. We know that transportation and schedules can be difficult. That's why we offer an online, virtual option. Just select "Online/Virtual" as your preferred location when signing up!
Unfortunately, no. Our program has been expertly curated to be delivered in four seperate sessions. The work and practice that you do in the real world in between each session is critical to your overall success.
To make the program as successful for you as possible, all we ask is that you are honest and open with your Counselor, and that you put the skills that you learn into action in between sessions. Anything shared with your Counselor is 100% confidential to ensure you feel comfortable sharing private financial details.
Our Counselors cannot provide advice concerning invetsments, tax or legal matters. You should always consult your own tax, legal and accounting advisors before conducting any financial transactions.
