Tools, Guidance & Personal Support — All in One Place
Financial wellness looks different for everyone. That’s why Tri County Area Federal Credit Union offers education, expert counseling, and personalized guidance — so you can choose the support that fits your needs, your goals, and your life stage.
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Financial Wellness Center
Financial Wellness Center
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Our Financial Wellness Center is a free, interactive learning hub designed to help adults, teens, and kids build strong money skills at every stage of life.
Whether you’re learning the basics, teaching your kids smart financial habits, or looking to strengthen your workforce’s financial well-being, this self-guided resource makes learning simple and engaging.
What You’ll Find
- Interactive financial courses and videos
- Real-world scenarios for everyday money decisions
- Content for adults, teens, and children
- Lessons on budgeting, saving, credit, borrowing, and more
- Available anytime — no appointments required
Great for Families
Parents can explore age-appropriate lessons to help kids and teens build confidence and healthy money habits early.
A Benefit for Businesses
If you’re a local employer, we can create a co-branded Financial Wellness Center for your organization — at no cost. It’s an easy way to offer financial education as an added perk for your employees.
Employer benefits include:
- Custom co-branded online learning center
- Financial education for employees and their families
- No cost to your business
- Easy to share via email, intranet, or onboarding materials
Explore the Financial Wellness Center
Interested in a co-branded Financial Wellness Center for your business? Contact [email protected] to learn more.
Get Expert Guidance
Financial Counseling & Coaching
Partnered with GreenPath
When finances feel overwhelming, professional counseling can help you create a plan and move forward with confidence.
Through our partnership with GreenPath, a trusted nonprofit organization, members have access to certified financial counselors who specialize in debt management, credit challenges, and financial recovery.
Best for:
- Debt counseling and repayment plans
- Credit challenges
- Financial stress or hardship
- Long-term financial action planning
What makes this different:
- Independent, nonprofit counselors
- Phone and virtual appointments
- Confidential, judgment-free support
- Specialized expertise for complex situations
Meet With Us
Financial Journey Advisors
Our Financial Journey Advisors are members of our in-house Member Experience Team who have completed training and certification to provide personalized financial guidance — right here at your credit union.
They take the time to understand your goals, your accounts, and your unique situation, offering practical guidance to help you make informed financial decisions.
Best for:
- One-on-one financial conversations
- Budgeting and cash-flow planning
- Credit reviews and goal setting
- Preparing for loans or major life events
- Members who value a personal relationship
Why members love this option:
- In-person or virtual appointments
- Advisors who already know your relationship with the credit union
- No sales pressure — just support and education
- Guidance aligned with your financial goals
Schedule a Free Financial Check-In
Our Financial Journey Advisors do not provide legal or tax advice, but work alongside you to help you better understand your financial options.
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Not Sure Where to Start?
Here’s a simple guide:
- Want to learn on your own?
Start with our Financial Education tools. - Need help with debt or credit challenges?
Connect with a Financial Counselor. - Want personalized guidance from your credit union?
Meet with a Financial Journey Advisor.
There’s no wrong choice — and you’re welcome to use any or all of these services at any time.
Our Commitment to Financial Well-Being
At Tri County Area Federal Credit Union, financial wellness is about more than products — it’s about people. We’re proud to offer education, expert guidance, and personalized support to help our members build confidence and achieve their goals.
Because when our members thrive, our communities do too.
