TFCU offers personal financial coaching to our membership and community.
This service is available at no charge and appointments may be scheduled online.
TFCU's Personal Financial Coach
My name is Lisa Atkinson. I have been a part of the TFCU team since 1995 with a focus on resolving problems and finding solutions. I helped introduce Financial Coaching as a service for our members in 2006. I’ve been certified through the Credit Union Association program, and am currently a Dave Ramsey Master Financial Coach.
I have a passion for helping others and love what I do!
Coaching FAQs
- What is a financial coach?
- A guide to walk beside you as you set goals and. determine the path to achieve them.
- In what areas can coaching help?
- Creating a money plan.
- Understanding and improving credit.
- Understanding how to protect you and your family financially.
- Planning for retirement.
- What are the benefits of follow up appointments?
- Accountability
- Resource for additional coaching.
- Encouragement
- How can we connect?
- Appointments are available via phone, Zoom, or in person at the El Rio Branch location.
- How often can we meet?
- Single appointment, with follow up appointments available.
- What would not be coached?
- Legal Advice
- Tax Advice
- Who can take advantage of coaching?
- TFCU members
- Community members
If you’d like to schedule an appointment with Lisa, schedule an appointment below, call (520) 322-7429, or email latkinson@ngskmc-eis.net.
