个人理财指导

Single person with Tucson Federal Credit Union logo

TFCU offers 个人理财指导 at no charge!

This service is available to members and the Tucson community; appointments may be scheduled online and are available in person, 通过电话, 或通过缩放.

About TFCU's Personal Financial Coach

我叫丽莎·阿特金森. I have been a part of the TFCU team since 1995, focusing 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 a Dave Ramsey Master Financial Coach.

教练常见问题

  • 什么是理财教练?
    • A guide to walk beside you as you set goals and. determine the path to achieve them.
  • In what areas can coaching help?
    • 制定理财计划.
    • Understanding and improving credit.
    • Understanding how to protect you and your family financially.
    • 退休计划.
  • What are the benefits of follow up appointments?
    • 问责制
    • Resource for additional coaching.
    • 鼓励
  • 我们如何连接?
    • Appointments are available at the El Rio Branch location, 通过电话, 或通过缩放.
  • 我们多久见一次面?
    • Single appointment,  with follow up appointments available.
  • 什么是不需要指导的?
    • 法律咨询
    • 税务建议
  • Who can take advantage of coaching?
    • TFCU成员
    • 社区成员

″

Lisa was wonderful to work with! I am a newbie when it comes to understanding credit and she was able to not only help me figure out what the best option for me was, 而是如何建立我的信用. I was feeling overwhelmed by the process but she really helped me feel confident to move forward in my financial journey!”

——艾莉森

″

Before working with Lisa at TFCU, my requests for credit cards and auto loans were decline due to not knowing how to navigate taking care of my debt. Since I started working with her after hearing about their financial coaching service, I have been approved for credit cards with great benefits, was able to refinance my car for a better rate, and my credit score has never been healthier! I really appreciate how passionate they are about serving our community.”

——布罗迪

″

Lisa has not only helped me learn how to budget, but it is helping me see my spending habits. She has been very patient with an old lady, and she makes sure I understand before she continues. She doesn't get upset when I don't learn something the first time and works with me until I understand. I'm beginning to see my financial state in a better light and to use the TFC website more effectively and efficiently."

——露易丝

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有问题? Call Lisa directly at (520) 322-7429 or email latkinson@tucsonfcu.Com获取更多信息。.
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