OneAZ Credit Union

Personal Financial Coaching

Achieve Your Financial Dreams

Our Financial Coaches are equipped with the specialized skills and knowledge needed to address your personal financial challenges.

Schedule an Appointment

Personal Financial Coaching

Choose From Three Focused Tracks

Building Credit

Building credit is essential to living a financially independent life. Learn strategies to jumpstart or revitalize your credit journey.

Creating a Budget

Budgeting is one of the most essential steps towards financial security. Learn the different styles of keeping a budget and work with a Coach to determine what will best work for your lifestyle.

Managing Debt

Debt can become manageable with the right strategy, mindset and a few new money-management habits. Minimize your stress around debt by creating an achievable plan with your Financial Coach. 

Schedule an Appointment

How to Schedule Your Appointment

Step 1

Select location

Select your preferred branch location. Then, under the Program type dropdown menu, select Financial Coaching. You can opt for an in-person session at the branch or a virtual session via Zoom.

Step 2

Pick your topic

Next, select your class type. Under Appointment type, choose one of the three tracks to focus on: building credit, creating a budget, or managing debt.

Step 3

Select the date

Once you’ve made your selection, select a date and time slot that fits your schedule. Provide your contact information so that once your appointment is scheduled, your financial coach can contact you shortly after to provide additional details

Step 4

Pre-work email

Prior to your appointment, you will receive an email with pre-work for you to complete. Completing this pre-work is crucial as it will make the meeting more personalized and tailored to your needs. Without it, the coach will only be able to discuss general advice rather than specific strategies for your situation.

Schedule an Appointment

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A certified OneAZ associate who provides members with personalized guidance to address financial challenges.

Members can get help with budgeting, building credit, or managing debt.

Whenever you want to take control of your finances. Whether you're just starting to learn financial concepts or you’re further along in your financial journey but need help getting on the right path, a Financial Coach can give you the guidance you need.

The coaching process begins with an initial discussion to assess your current financial situation and discuss your goals. From there, your Financial Coach will work with you to develop a customized action plan. Follow-up sessions are available to track your progress, adjust your plan as needed, and provide ongoing support.

The pre-work prepares you for your session so that you come with all the information your banker might need to best assist you. This allows you to fully take advantage of your 45-minute session and get the most out of your coaching.

Yes, all discussions with your Financial Coach are completely confidential.

You do not need to be a OneAZ member to book an appointment— this service is available to the entire Arizona community!

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OneAZ's mission

Our success is measured only by yours.