Financial Coaching

Putting the personal in your personal finances.

Information you can trust.

Our Financial Coaches are here to help you better your financial quality of life through education and guidance, not to sell you products. They all hold the Certified Credit Union Financial Counselor (CCUFC) designation and can work with you in the following areas:

Book an appointment.

We currently have Financial Coaches at nine service centers across the front range. Click on a service center to book an appointment with a Financial Coach near you.

Not seeing a service center near you? Contact to see what other options are available.

What to expect.

The financial coaching process.

  • Schedule a time with one of our Financial Coaches at a location near you. Use one of the scheduling links above to find a time that works best for you.
  • We expect each session to be one hour long, although it may differ depending on your specific situation.
  • We may ask that you bring in three months of financial statements so we can get a better idea of your income, debts, expenses and assets. 
  • Our Financial Coaches will reach out to you after you schedule your first session to let you know what documents they need.
  • In the first session, our Financial Coaches will go over goal setting and walk through a budget analysis with you. 
  • In any following sessions, they'll work with you to implement and monitor your new plan.
  • You can also schedule a one-time session to review your credit score and credit report.

Some tools we may use during your session(s) include:

Financial Coaching FAQs

Currently, our Financial Coaches conduct their sessions in person at their respective service centers. However, we may be able to accommodate virtual sessions for special circumstances. Please contact Financial Coaching Supervisor Emma Protsik for more information.

Yes, financial coaching is available for both Ent members and non-members.

Financial coaching is here to help you better your finances and is provided at no cost.

Financial coaches can provide guidance and education on topics such as budgeting, saving, credit building and debt repayment strategies. They do not provide advice concerning investments, financial products, tax, and legal matters.

Financial coaches may also recommend you speak with partner organizations or third-party specialists for certain topics including, but not limited to:

  • Bankruptcy.
  • Debt management programs (may have associated costs).

Ent Credit Union does not provide tax, legal or accounting advice.

PLEASE NOTE: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.