FINANCIAL EDUCATION CENTER

Tell me something I don't know.

Let’s learn something new. Our Financial Education Center is full of helpful how-to videos, financial counseling resources, and quick education courses designed to help you grow your financial savvy one step at a time.

FINANCIAL EDUCATION CENTER

Tell me something I don't know.

Let’s learn something new. Our Financial Education Center is full of helpful how-to videos, financial counseling resources, and quick education courses designed to help you grow your financial savvy one step at a time.

Jump to a section:

Preparing for Retirement

How-To Video
Tutorials

Quick and easy video tutorials for digital services and more.

Financial Education
Courses

Fast lessons on financial topics, concepts, and strategies.

Meet a Financial
Counselor

Schedule an appointment to talk money with a pro.

LATEST VIDEO TUTORIAL

Am I ready to buy a home? – Let’s Talk

LATEST VIDEO TUTORIAL

How to Enroll in Text Alerts – Let’s Talk

FINANCIAL EDUCATION COURSES

Grow your financial know-how.

Complete quick lessons on any topic to grow into a financial pro—from learning about different account types to understanding broader financial concepts and strategies.

FINANCIAL EDUCATION COURSES

Grow your financial know-how.

Complete quick lessons on any topic to grow into a financial pro—from learning about different account types to understanding broader financial concepts and strategies.

What do you want to explore?

Learn how to be more financially prepared in the years ahead.

Learn how to manage your money and avoid financial dangers.

Learn more about what it takes for your small business to thrive.

Explore the benefits and costs of buying and owning a home.

Learn how you should prepare for an eventual retirement.

Understand the basics of some key financial concepts.

The latest from the blog:

Understanding Your Credit Score

Banks, credit card companies and other businesses use credit scores to estimate how likely you are to pay back money you borrow.

Financial-consulting-Vancouver-WA

Teresa Wheeler

Certified Credit Union Financial Counselor
FinancialCoaching@columbiacu.org

FINANCIAL COUNSELING

Meet with a certified financial counselor.

Financial counselors are certified pros who help guide members to make smart financial decisions. Because let’s face it—our financial lives can be full of stress. And that stress in turn impacts our overall health and wellness.

Here’s what we can do together:

  • Create strategies to reduce debt
  • Make plans for long-term savings goals, such as home buying or retirement
  • Direct you to the right financial services
  • Refer you to other resources within our community network

Schedule an appointment to chat with Teresa using the form below.

Make an appointment:

We often learn about how to deal with finances from our family or friends. Talking with an expert can help. Complete the form to schedule an appointment.

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