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Welcome to Your Financial Wellness Resource Center

Continue Your Journey to Financial Confidence

Thank you for attending our recent financial wellness class! We’re here to support you every step of the way. This page is filled with valuable tools, resources and insights to help you take control of your finances and achieve your goals.

Financial Wellness and Literacy

  • Financial To-Do Worksheet Take control of your future with a simple, step-by-step guide to budgeting, saving and setting financial goals that help you do more—starting today.

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  • Financial Goals Handout Learn how to set short, medium and long-term financial goals with real-life examples that help you save with purpose and stay on track.

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  • Financial Goals Worksheet Use this guided worksheet to turn your biggest financial priorities into clear, achievable goals, complete with timelines, milestones and meaning.

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  • Impulse to Buy Flow Chart Stop second-guessing your spending with this quick decision tool that helps you pause, reflect, and make smarter money choices, on the spot.

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Credit and Debt Management

Recommended Articles

  • Exploring the Top 12 Credit Questions

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  • Should I Use My Credit Card for Debt Consolidation?

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  • Credit Cards for Beginners

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Savings

From Zero to Savings Webinar

Learn essential saving strategies with Haley from Service Credit Union, including simple budgeting tips, easy expense tracking, and proven methods to grow your savings and achieve lasting financial security.

Watch the Video

Recommended Articles

  • Savings for Beginners: Which Account Is Right for You?

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  • The Power of an Automatic Savings Plan

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  • Savings Accounts vs. Checking Accounts – Do You Need Both?

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Budgeting

Budgeting Resources

Budget Rescue Webinar

Join Haley from Service Credit Union to learn practical budgeting strategies that help you spend smarter, cut debt and build lasting financial stability.

Watch the Video

Checking

Checking Account Checklist

From what you need to what to expect, this quick guide will help you apply for a credit card with confidence.

What Do You Need to Open a Checking Account?
  • ID for Identity Verification
  • Social Security Number
  • Account Information for Initial Deposit

Open a Checking Account Online

Checking Articles

  • How to Open a Checking Account: What You Need

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  • Can Checking Accounts Earn Dividends?

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Money Mindfulness

Worksheets

  • Ideal Future Reflection Worksheet This worksheet will help you develop a clear vision for where you want to take your finances.

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  • Self-Fulfilling Financial Pattern Worksheet This worksheet will help you transform financial patterns that may be holding you back.

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Financial Self-Care

  • Worksheet for Financial Self-Care This worksheet will help you take the first step toward better money mindfulness.

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  • Article: Top Cybersecurity Tips for Online Banking Safety

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