If I can do anything…I can be financially well!
Choose your coach!
All of our coaches are graduates of an extensive 18-hour Financial Coach training through the Iowa Credit Union Foundation as well as employees and members of Serve Credit Union. They are so excited to help you reach your goals, answer your questions, and guide you through the ups and downs of financial wellness! Here’s what you can expect from your meetings with your coach:
Discuss your Membership Goals worksheet- next steps
Go over your credit report (this will require pulling your credit)
Tips on starting/building credit
Understand Serve’s beneficial products and services
Introduction to Student Choice student loans and refinance
Explore the Financial Wellness Center
Reece Bowlin - BSB Financial Coach
NMLS #2583957
Jennifer Gomez - BSB Financial Coach
NMLS #2585599
Financial Wellness Center
