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.
Explore Financial Resources Tailored to You
Financial Wellness and Literacy
The 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.
Download Now
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.
Download Now
Financial Goals Worksheet
Use this guided worksheet to turn your biggest financial priorities into clear, achievable goals—complete with timelines, milestones, and meaning.
Download Now
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.
Download Now
Credit and Debt Management
Credit Card Checklist
What do you need to open a Credit Card?
✔ ID for Identity Verification
✔ Social Security Number
✔ Account Information for Initial Deposit (if not a member)
✔ Income Verification (if needed)
Savings
From Zero to Savings
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.
Budgeting
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.
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
Money Mindfulness
Ideal Future Reflection Worksheet
This worksheet will help you develop a clear vision for where you want to take your finances.
Download Now
Self-Fulfilling Financial Pattern Worksheet
This worksheet will help you transform financial patterns that may be holding you back.
Download Now
Worksheet for Financial Self-Care
This worksheet will help you take the first step toward better money mindfulness.
Article: Top Cybersecurity Tips
for Online Banking Safety
Read More