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Certified Financial Coaches

We are here to help you achieve your financial goals

Whether you need some assistance creating a budget or you want to boost your credit score, Heartland Credit Union's certified financial coaches can show you how to better manage your money and reach your goals.


Free to Heartland members

At Heartland, all members can access certified financial coaches experienced in helping with everything from everyday money management to preparing for retirement.


Easy to schedule

You can make an appointment by submitting a request online, calling us, or visiting one of our branch locations, allowing you to access financial coaching the easiest way for you.


Available at all locations

You can meet with one of our coaches to help you work on your financial fitness at any of our branch locations or online, so you are never far from help.


Virtual availibility

We make meetings more convenient by offering you the option to meet with a financial coach over video call, so you can meet with us no matter where you are.


Variety of help

Our financial coaches can help with a number of financial goals, including credit building, budgeting, account reviews, and more.


Take away materials

You will get materials after your coaching sessions, allowing you to learn and review on your own.

Coaching help for a variety of topics

Financial dreams are obtainable with clear goals

As a valued member of Heartland Credit Union you can take advantage of the collective knowledge of our experts to start working towards your financial goals. When you meet with one of our certified financial coaches, you can learn more about qualifying for your first mortgage, planning for retirement, or simply learning how to better manage your money and improve your credit.

Set up an appointment
Business people working on laptops during a meeting

During our darkest financial days the Heartland staff went above and beyond. They encouraged us to talk to the financial advisor. We made a plan and paid things off. I thank each and every one of you for that!

— Jennifer M., Lone Rock, Member Since 2017

How it works

Being financially successful is only a few steps away.

  • 1

    Set up an appointment

    Request an appointment online, over the phone, or visit a branch location to meet a financial coach.

  • 2

    Gather necessary materials and meet

    Partner with one of Heartland Credit Union’s certified financial coaches to create a personalized financial plan outlining steps to take to reach your goals.

  • 3

    Stay on track

    Keep on track with your personalized financial plan with regular check-ins with your financial coach until you acheive success.

Financial success is something we all strive toward

Heartland Credit Union is the perfect place for those looking to take their finances to the next level with the help of a certified financial coach. Make an appointment to get started today!

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