What is financial well-being for all?
Financial well-being for all is a system-wide effort to reframe the credit union movement’s “People helping People” philosophy into modern terms.
Get started: Download our Financial Well-being Quick Start Guide.
Why is financial well-being important for credit unions?
According to the Financial Health Network, over 176 million people are financially unhealthy, and the wealth gap is widening. Credit unions were established to provide safe, affordable and relevant financial products to the underserved and overlooked. This is our mission.
Ignite your understanding: Visit our Resource Hub for research, results and templates.
Financial well-being: a deeper understanding
An individual’s financial wellness is unique but there is a widely accepted research-based definition. By establishing financial well-being for all as a strategic imperative, credit unions commit to understanding their members as individuals, uncovering their needs, and providing solutions that provide the most holistic, long-term benefit.
Get inspired: See how even the largest credit unions can prioritize individual members’ financial well-being.
Measure: Know your people
To improve financial well-being, you need to uncover where your members and employees are in their own financial wellness journey.
Take Action: Build your strategy
Discover how other credit unions have placed financial well-being for all at the heart of their strategy.
Connect: Financial well-being and your community
With an established strategy, you can strengthen your community and support the broader credit union system.
Looking to incorporate information about financial well-being for all into a future presentation? The Foundation has presentation slides available to give you a head start.
Get in touch
For more information on financial well-being for all
Contact Gigi Hyland, Executive Director