Our Mission

At Kitsap Credit Union, we are deeply committed to improving the financial health and well-being of our members. Our financial coaching services are built on the foundation of empowering individuals and families to achieve their financial goals through education, personalized guidance, and long-term support.

professional photo of a financial coach in business casual attire discussing financial plans with a diverse couple at a glass conference table in a bright modern office, with charts and documents on the table, warm natural lighting from large windows, friendly and engaged expressions

Our approach is guided by three core values:

  • Education First: We believe knowledge is the key to financial confidence
  • Personalized Solutions: Every member's situation is unique and deserves tailored advice
  • Long-Term Relationships: We're invested in our members' success beyond single transactions

"Financial wellness isn't about quick fixes - it's about building sustainable habits and understanding that empower people for life. That's why our coaching focuses on education and relationship-building, not just transactions."

— Sarah Johnson, Director of Financial Coaching

Financial Health Fact

According to recent studies, people who work with financial coaches are 72% more likely to achieve their savings goals and reduce debt faster than those who don't seek professional guidance.

Professional financial coaching helps individuals:

  • Create realistic budgets that actually work for their lifestyle
  • Identify spending patterns they might not notice on their own
  • Develop accountability for financial goals
  • Learn strategies to overcome specific financial challenges
modern infographic illustration showing 4 steps of financial coaching process with icons: 1) Initial assessment with magnifying glass icon, 2) Goal setting with target icon, 3) Action plan with checklist icon, 4) Ongoing support with handshake icon, using Kitsap Credit Union brand colors (blue and green), clean corporate style

Our Coaching Approach

Wondering what to expect from financial coaching? Our proven process helps members at every financial level gain clarity and confidence.

Initial Assessment

Understanding your complete financial picture

Goal Setting

Defining what financial success means to you

Action Plan

Custom strategies to achieve your objectives

Ongoing Support

Regular check-ins to maintain progress