Financial Counseling | One-on-One Financial Guidance | Trumark Credit Union

What Financial Counseling Services Does Trumark Offer?

Financial counseling at Trumark includes one-on-one guidance from certified counselors to help you build confidence, make informed decisions, and improve your financial well-being. This personalized service is designed to help you understand your current financial situation and create a plan to move forward.

What to expect

Every counseling experience begins with an assessment of your financial situation. Your counselor will work with you to develop a customized financial plan based on your goals, priorities, and comfort level. All sessions are free, confidential, and scheduled at your convenience.

How financial counseling can help:

Create and strengthen a household budget
Set savings and financial goals
Review your debt-to-income status
Identify ways to improve your credit score

Ready to get started?

Complete the financial counseling request form below and a certified financial counselor will contact you to schedule an introductory conversation and discuss your financial needs.

First name

Last name

Phone

Zip code

What is the best way to contact you?

Are you a member of TruMark Financial

Yes No

Financial category to address

Create a budget Manage debt Improve credit score Establish a goal Other

What prompted you to reach out to a financial counselor?

What wouldyou like your counselor to know about your situation?