Are you in need of a Financial Tune-Up?
Money Mentor offers in-person sessions designed to give you the tools necessary to take control of your finances. The Money Mentor program is tailored to help you review your credit report, create a personalized budget, offer suggestions on how to lower debt, increase savings, boost your credit score and more.
Whether you’re about to graduate high school or college, thinking about buying or refinancing a home, have your first child, or you’re just interested in learning better financial practices, fill out our questionnaire today and let us guide you along the way.
Let's Get Started
Start by filling out our Money Mentor Questionnaire. Once completed, an MSR will be in touch regarding your questionnaire to set up an in-person meeting to review your credit report, budget, and offer a personalized financial overview. Find our questionnaire on Online Banking, our Mobile App, or by filling it out in-person at a branch near you.
Print Off Questionnaire Set Up an Appointment
To access on Online Banking, click on 'Money Mentor Questionnaire' on the left sidebar. On our Mobile App, click on 'More' and then 'Money Mentor Questionnaire'.
Next Steps
Once a Member Service Representative receives and reviews your questionnaire, we will contact you to set up an in-person appointment to review your credit report, budget, and more.
Your New Plan
After meeting with a Member Service Representative, you will leave with your new plan! It's time to tackle your debt, collections, or reorganize your spending habits to put you in a better financial standing to reach your goals discussed in your meeting with us. If you have requested a follow-up, we will be in touch to see how your goals are coming along.
Our Commitment to Financial Education
As a community credit union, Circle Federal Credit Union considers it our priority to provide financial education not only for our membership, but also our community. We are happy to offer several FREE events throughout the year for our membership as well as the community. Some of these events include:
- Financial Literacy Courses
- First Time Home Buyer Seminars
- Fraud Seminars
For more information on these courses and seminars, and to find out when they are available, visit our website at circlefcu.org or follow us on Facebook for keeping up with the latest events. We know that navigating your finances can be challenging, and we are committed to providing you with resources to help manage your financial future.
