Compass: Financial Pathways

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.

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.

Helpful articles from our Financial Knowledge Center:

• Categorizing and tracking your expenses
• Building an Emergency Fund one step at a time
• Are there leaks in your finances?