3 steps for CU members’ financial success

Now is the perfect time to evaluate how your credit union can help your members focus on their financial success and how you can help them accomplish their financial goals. Whether your members have plans to buy a home, pay off debt or build their savings for long-term stability, a little planning can go a long way in ensuring your members are successful.

Here are the top three steps your credit union can coach your members to follow in order to get their finances ready for success.

Coaching Your Members for Financial Success

Step 1: Recommend members check their credit 

Members can go to annualcreditreport.com to download their credit report from each credit bureau for free once per year. If they haven’t checked their credit in the past twelve months, they should use this opportunity to review the reports. This will help your members understand where their credit is and if they have any negative items, such as missed payments, that could be decreasing their score.


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