spokane financial coaching

How our coaches can help you: 

You know those late-night questions we wrestle with—the ones we’re too embarrassed to ask about money? At Canopy Credit Union, our financial coaches are here to provide the answers tailored specifically to your needs. Whether you’re in downtown Spokane, Spokane Valley, or North Spokane, we’re ready to help you take control of your finances.

Here are some of the ways our Spokane financial coaching experts can support you:

How Do I Establish a Budget and Spending Plan?

• Our coaches will help you map out your cash flow and create a clear, actionable plan for managing your spending.

How Do I Build or Rebuild My Credit?

• Have a credit score goal? Our coaches will guide you through the credit score system, helping you prepare for important loans like a car, home, or personal loan.

How Do I Resolve an Identity Theft Situation?

• If identity theft has left you in debt, we support you with immediate, actionable steps to clear your name and regain financial stability.

How Do I Achieve Financial Freedom?

• Many people underestimate the power of setting short- and long-term goals. With accountability from your Canopy coach, you’ll build a roadmap to make those goals achievable.

How Do I Create a Plan to Pay Off Collections or Garnishments?

• Your financial coach will craft a step-by-step plan tailored to your unique situation, helping you claim financial freedom.

How Do I Save Toward Purchasing a Vehicle, Home, Boat, or RV?

• Choosing the right savings and investment methods can be overwhelming. Your Canopy coach will help you select options that align with your goals, whether you’re buying a new car or buying your dream home.

How Do I Pay Down or Consolidate My Debt?

• Debt can feel like a heavy burden. Our Spokane financial coaches introduce proven debt management strategies to put you on a faster path to being debt-free.

How Do I Take Control of My Money?

• Break free from living paycheck-to-paycheck. Collaborate with your Canopy coach to develop a personalized plan that helps you get ahead and stay ahead.

Improve Your Financial Confidence and Relationship with Money

How do you find someone who understands your financial goals? Someone who respects your time, money, and effort? In a world of self-proclaimed coaches, it's easy to feel uncertain. That's why Canopy Credit Union offers a personalized financial coaching experience to help you achieve your financial success confidently.

Simply complete our intake form, and we'll arrange an appointment with your dedicated Canopy Coach. From there, they'll introduce themselves, learn about your financial situation, and work with you to create a plan that's uniquely yours. 

Here’s What to Expect from Spokane Financial Coaching at Canopy CU

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.

No Cost to You

• Whether you’re a Canopy Credit Union member or not, meeting with a financial coach is always free.