Your assigned Financial Consultant assesses your financial situation, creates a budget and develops an individualized plan to help you achieve your financial goals. Every year you will get three FREE 30-minute consultations via phone, in-person, or video-chat. Limit one free consultation per month. Feel free to schedule longer consultations or more appointments for just $40 an hour. Our staff is very knowledgeable, very discrete and very understanding of everyone's financial situation.
We pride ourselves on empowering and supporting each and every member.