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One-on-One Financial Counseling

Take control of your financial future with free, confidential one-on-one counseling tailored to your goals. Whether you're building credit, managing debt, or planning ahead, expert guidance is just a call or click away.

Life happens. Whether you've found yourself struggling with debt, wanting to improve your credit score, or just looking for a financial refresher, we're here for you. Regardless of your financial situation, our one-on-one financial counseling program is free, flexible, and confidential. We offer two convenient, no-cost options:

  1. Schedule a financial checkup: Take control of your financial well-being with a comprehensive review. Our trained staff will assess your current financial situation and offer personalized recommendations tailored to your goals. Our program includes a credit score analysis, first-time auto or home purchase guidance, credit building tools, wealth building and protection guidance, and more. Text or call 336-662-6200 to schedule your consultation today.
  2. Meet Lea, your virtual financial coach: Coach Lea is designed to support you through every life stage. By asking a few simple questions, Lea provides immediate guidance and a tailored action plan. Virtual coaching is completely confidential and available 24/7. For more details, visit SummitCU.org/plan/financial-coach.