Financial Coaching
Take control of your money — with guidance from certified experts.
spokane financial coaching
Do finances ever leave you stressed or unsure? You don’t have to face it alone. Meet with a Certified Financial Coach today and start building confidence in your financial future.
Getting started is easy: Fill out our financial coaching intake form.
We’ll connect you with a coach in your area — downtown Spokane, Spokane Valley, or North Spokane.
- how our coaches can help you
At Canopy Credit Union, our financial coaches are here to provide answers tailored specifically to your needs. No matter your journey, we’re ready to help you take control of your finances.
Here are just a few ways our Spokane financial coaching experts support members:
- Establish a budget and spending plan
Map your cash flow and create a clear, actionable plan for managing expenses.
- Build or rebuild credit
Learn the credit system and prepare for important loans like cars, homes, or personal loans.
- Resolve identity theft issues
Get immediate steps to regain control of your finances and clear your name.
- Achieve financial freedom
Set short- and long-term goals and receive accountability to make them achievable.
- Save for major purchases
Choose the right savings or investment strategies for vehicles, homes, boats, or RVs.
- Manage or consolidate debt
Learn proven strategies to reduce debt faster and more effectively.
- Take control of your money
Break free from living paycheck-to-paycheck with a personalized plan to get ahead.
- Pay off collections or garnishments
Receive a step-by-step plan tailored to your situation.
improve your financial confidence and relationship with money
How do you find someone who truly understands your financial goals — someone who respects your time, money, and effort? At Canopy Credit Union, you’re more than just an account number. We’re invested in your financial wellness. That’s why we offer a personalized financial coaching experience designed to help you reach your goals with confidence.
Just complete our intake form, and we’ll connect you with your dedicated Canopy Coach. They’ll get to know your unique situation, listen to your goals, and work with you to create a plan that’s tailored just for you.
here’s what to expect from financial coaching at canopy credit union
- Specific, achievable action steps: Your coach will provide clear, actionable steps to help you confidently move forward.
- Confidentiality you can trust: Everything you share with your financial coach remains private and secure.
- Certified expertise: All Canopy Coaches are certified through the Credit Union National Association (CUNA), ensuring you receive top-tier guidance.
- Always free: Whether you’re a Canopy Credit Union member or not, meeting with a financial coach is always free.
book an appointment today
Not sure if financial coaching is right for you? Schedule a FREE session with a Certified Financial Coach to explore how we can help you:
- Gain confidence in your financial decisions
- Build a roadmap to reach your goals
- Take actionable steps toward a brighter financial future