Skip to Main Content

CCU's Fraud department will never contact you through a video call and request a screen-sharing session. If you receive such a request, HANG UP and call CCU at 877.275.2228. 

Financial Wellness

Reach your goals one step at a time.
Get Started with CCU Compass

We're committed to helping you achieve your financial goals, whatever they may be.

ccu icon

CCU Compass

Our powerful online tool delivers personalized financial recommendations, assesses your money personality and provides a vast library of resources.
ccu icon

GreenPathTM

We partner with GreenPath to help people reduce their financial stress and take control of their money through free counseling sessions.

ccu icon

Financial Education

We support community groups by helping their members increase their financial knowledge and develop skills through in-person seminars and webinars.

CCU Compass

Taking advantage of CCU Compass is easy. Once you create an account, you can explore all the financial tools this resource has to offer—videos, articles, courses and more. Here are two ways to personalize your CCU Compass journey:

  • Complete your Financial Wellness Checkup to get a tailored financial wellness plan based on your current situation, goals and interests.
  • Discover your money personality and learn how it can affect your financial decisions.

Information is available in English and Spanish. 

Ready to chart your financial future?

Explore CCU Compass Now

GreenPath

Whether your goal is to build a budget, eliminate debt or pave a path to homeownership, GreenPath’s certified experts will guide you every step of the way. This national nonprofit organization offers free one-on-one coaching to help you get on the right path.

  • Free debt counseling and financial coaching
  • Housing counseling by HUD-approved experts
  • Credit report reviews
  • Financial education tools and workshops
  • Calculate your monthly expenses with a free Budgeting Worksheet

Ready to connect with a financial counselor?

Get started with GreenPath

Financial Education

CCU’s Financial Wellness Education team works with community groups to deliver customized presentations that help attendees boost their financial know-how and feel more confident managing their money. Some training sessions can be presented in Spanish.

Here are just some of the topics we cover:

  • Finance 101
  • Build a Budget
  • Debt Management
  • Understanding Credit 
  • Identity Theft, Fraud & Scams
  • How to Buy an Automobile
  • How to Buy a Home

Want to arrange in-person training or a webinar for your community group?

Request a Financial Presentation

To see our service areas, visit our locations page.

CCU FInancial Education