Financial Coaching – A CU Natural

When a credit union is a ProfiTuit LLC “partner,” there will be a button, “Find a Financial Coach,” on the credit union’s Website.  After clicking the button, the member sees this text:

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Find a Financial Coach

Members like you sometimes feel they’re stuck in a financial rut and there seems to be no way out. You know the importance of saving for emergencies, and for retirement, and many big decisions in between, like college for the kids. Whatever your plans for the future, how do you make things better for yourself?

Many sports stars seem to us to have it together. They’re great. And they having something in common we often don’t think about. They have a coach.

A coach can help you use what you already know to better effect. You have invested time and energy, even money, to increase your knowledge about debt, credit ratings, and the power of compound interest. If after all of that you have not begun accumulating wealth to a level you feel good about, you are ready to consider a financial coach.

Your credit union has found an innovative resource in an organization dedicated to nothing else but financial coaching. ProfiTuit, LLC is an online network whose purpose is provide Financial Coaching for your benefit.

Here are a few key points about ProfiTuit:

  • A Financial Coach will help you find and practice better money management techniques.
  • A Financial Coach will help you set financial goals you can meet, and find new ways to manage your existing income.
  • A Financial Coach has no financial products to sell but has one goal – your personal methods of handling money improve so you are on your way to financial security and freedom.

A ProfiTuit Financial Coach is not a debt or credit counselor, and is not an investment advisor. The focus of the coach is on how your money management processes work in your favor and help you build savings toward a secure retirement and many big goals in between, including college for the kids, a bigger home, a paid off mortgage … whatever your future should be.

Financial Coaching is not free. But, because of our relationship with ProfiTuit, joining one of their groups will cost you a fraction of what you will pay to find a qualified financial coach on your own.

No one coaches the athletes we admire for free and it’s never too late to change what you can save. If you’re on track to have nothing when you retire, how much will you be willing to pay (invest in yourself) to have a winning investment portfolio when you retire?  If you’re on target to save $300,000 by the time you retire, what would you pay now to know you could double that by retirement? Financial Coaching now will help you have the funds an investment advisor can help you invest wisely.

To learn more, CLICK HERE  (link goes right to the free personal assessment).

There’s no commitment to learn more. At that link you can take a short assessment; answer 8 questions to see if financial coaching is right for you. Check into it now to know more about how to get started when you’re ready.

To learn more, CLICK HERE

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CU Executive,

If you have not already viewed my video about how financial coaching fills a large void,
go to the Resources main page.