Welcome to Financial Coaching

professional financial coach in business casual attire discussing budget plans with a diverse group of clients around a modern glass conference table, sunlight coming through large windows, laptop and financial documents visible, warm and inviting atmosphere

At Kitsap Credit Union, we believe financial wellness is the foundation for personal and family success. Our certified financial coaches provide personalized guidance to help you achieve your money goals, whether you're just starting your financial journey or looking to optimize your existing plans.

Why Financial Coaching Matters

  • 94% of coached members report improved financial confidence within 3 months
  • Average debt reduction of $8,500 among coaching participants
  • Personalized strategies tailored to your unique situation
  • Ongoing support beyond just a single consultation

Meet Our Expert Coaches

With 12 years of financial planning experience, Sarah specializes in helping young professionals build wealth through smart budgeting and investment strategies. Certified Financial Planner (CFP®) and Accredited Financial Counselor (AFC®).

Michael focuses on debt reduction strategies and credit rebuilding, drawing from his 8 years as a credit counselor. He holds a Master's in Financial Counseling and is a Certified Credit Counselor (CCC).

Emily helps families create comprehensive financial plans, specializing in college savings and retirement planning. She's a Certified Financial Education Instructor (CFEI) with 10 years of experience.

Our Coaching Programs

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Budgeting Basics

Learn to create and maintain a budget that actually works for your lifestyle.

  • Identify spending leaks
  • Create realistic spending categories
  • Tools for tracking expenses
  • Strategies to stick to your plan

4-week program • $99 for members

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Debt Management

Break free from debt with proven strategies tailored to your situation.

  • Debt snowball vs. avalanche methods
  • Negotiation techniques with creditors
  • Credit score improvement
  • Preventing future debt accumulation

6-week program • $149 for members

happy middle-aged couple reviewing retirement planning documents with financial advisor at kitchen table, calculator and coffee cups visible, warm natural lighting

Future Planning

Secure your financial future with comprehensive planning strategies.

  • Retirement account optimization
  • College savings plans
  • Insurance needs assessment
  • Estate planning basics

8-week program • $199 for members

How Healthy Is Your Finances? Take Our Quick Quiz

Get Personalized Recommendations

Sign Up for a Consultation

Take the first step toward financial confidence with a free 30-minute consultation. During this session, you'll:

  • Identify your top financial priorities
  • Receive personalized action steps
  • Learn which coaching program fits your needs
  • Get answers to your specific financial questions
Schedule Online Now Call to Schedule

Available weekdays 9am-6pm and Saturdays 10am-2pm. Virtual and in-person options available.

Success Stories From Our Members