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Compass: Financial Pathways

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Meaningful conversations with our members to understand the root of their financial needs have always been a part of the personalized service here at UMassFive. Embodying this spirit to empower our members, we are proud to offer the Compass program.

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Meet with one of our Credit Union National Association Financial Counseling Certification Program (CUNA FiCEP) Money Guides for a financial health check, and to establish action items for any financial goals you are trying to achieve!

Money Guides are happy to have a one-on-one discussion with you on topics like:

  • Guidance on saving
  • Credit scores and the wise use of credit
  • Loan types and maximizing their use
  • Review spending trends to build a budget
  • and more

This free service can be taken advantage of by scheduling an on-site or virtual appointment below. These appointments are fully customizable to meet your financial goals, and typically last about one hour.

Have a conversation with one of our Money Guides!

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