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Financial Counseling

Free Financial Wellness Checkup

When was your last financial health checkup? More than half of Americans cannot afford a $400 emergency. Make sure you’re prepared with a free financial assessment with one of our 60+ Certified Financial Counselors.

Every member of Centric FCU can schedule a free financial wellness checkup at any time. We’ll go over your income, expenses, and credit report to get a clear picture of your current situation — so you can be prepared for whatever comes your way.

 

Budget Help

A budget is a great way to keep your spending on track. Creating a plan for your money will help you achieve your savings goals and even exceed them. A budget doesn’t have to be complicated. Use the tools provided like our user-friendly fillable budget and spending plan with built in calculations to keep your finances in order.

Household Budget Worksheet
Monthly Plan for Spending, Bill Paying & Saving

 

Debt Free with Kelly

Kelly Brantley is a Dave Ramsey Certified Counselor sponsored by Centric. As a member, you can begin your journey to financial freedom today. Visit debtfreewithkelly.com to learn more.

Email addresses are not a secure means of communication.  Do not send personal information (account number, date of birth, social security number, inquiries about your account, or request changes to your account). 

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