TFCU offers Personal Financial Coaching at no charge!
This service is available to members and the Tucson community; appointments may be scheduled online and are available in person, by phone, or via Zoom.
About TFCU's Personal Financial Coach
My name is Lisa Atkinson. I have been a part of the TFCU team since 1995, focusing on resolving problems and finding solutions. I helped introduce Financial Coaching as a service for our members in 2006. I’ve been certified through the Credit Union Association program and am a Dave Ramsey Master Financial Coach.
Coaching FAQs
- What is a financial coach?
- A guide to walk beside you as you set goals and. determine the path to achieve them.
- In what areas can coaching help?
- Creating a money plan.
- Understanding and improving credit.
- Understanding how to protect you and your family financially.
- Planning for retirement.
- What are the benefits of follow up appointments?
- Accountability
- Resource for additional coaching.
- Encouragement
- How can we connect?
- Appointments are available at the El Rio Branch location, by phone, or via Zoom.
- How often can we meet?
- Single appointment, with follow up appointments available.
- What would not be coached?
- Legal Advice
- Tax Advice
- Who can take advantage of coaching?
- TFCU members
- Community members
Have questions? Call Lisa directly at (520) 322-7429 or email latkinson@447465.com for more information.