SESLOC Money Coaches
Keep your budget on track with your personal Money Coach
We're proud to offer the expertise of specially-trained Money Coaches, who can help you get control of your finances. Your Money Coach is a guide — helping you understand your credit report, how to develop a budget and tackle debt, and will support your goals for financial health and well-being. This new program is just another way we embody the credit union philosophy of people helping people.
What you can expect:
Your Money Coach can help you with your full financial picture, or just a specific problem — like how to handle an error on a credit report. Money Coaches support you as you set your goals and develop a path towards financial well-being as measured by four categories:
- Spending: Spend less than income; pay bills on time.
- Saving: Have enough liquid savings to absorb a moderate financial shock; have sufficient long-term savings or assets.
- Borrowing: Have a sustainable debt load; have a good credit score.
- Planning: Have appropriate insurance coverage; have a plan for future expenses (goals).
How to get started:
- Download your credit report from freecreditreport.com.
- Complete a short self-assessment.
- Schedule a 1:1 session with a personal Money Coach, and bring along your credit report and self-assessment. Your first appointment is a 30-minute phone call to assess your needs. When scheduling the call, be sure to select "Money Coach."
Note: some branches have limited availability.
"I’ve banked at SESLOC for at least 20 years and always received excellent service." — Nancy C.
"Professional, friendly service with a personal touch. Great alternative to big corporate banks that profess to also be “people” but don’t remind you of any person that ever cared about you in the least." — Shawn B.
"Quick and efficient! I’m always in a rush so I love that I’m able to get in and out." — Cynthia W.
"Great service and friendly people. Always there to help with financial advice and explain the details. The best place to bank and the safest place to put your money." — Kathy H.
"Very friendly and helpful staff. Low banking fees and got a great interest rate on my used car loan." — Christie M.