Financial well-being for all - assess

Assessing opportunities for impact

To improve someone’s financial well-being, you must know your starting point.

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Leave no members behind

Improving financial well-being for all means leaving no members behind. In an increasingly diverse nation, credit unions need to intentionally review their outreach to be successful.

  • Know Your Membership grant

    Know Your Membership

    A National Credit Union Foundation grant is uncovering critical opportunities to help credit unions stay relevant in multicultural markets.

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  • Coopera Consulting

    Coopera Consulting

    Partners like Coopera Consulting are providing credit unions with insights to help them reach and engage new members.

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  • CFPB

    Your Money, Your Goals

    This free toolkit is designed to help you hold money conversations with people, wherever they are on their financial well-being journey.

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Define the need

Understanding the challenges your employees, members and communities face is key to meeting individuals where they are in their own financial well-being journey.

The Foundation’s Side Effects project explores the financial crisis of healthcare care and how credit unions can help.

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Side Effects

Establish a baseline

The Foundation encourages credit unions to use the FinHealth Score® Toolkit to measure financial health in the immediate, medium- and long-term.

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Build a culture focused on financial well-being

A key part of assessing your credit union’s readiness to implement a holistic financial well-being strategy is taking stock of what you are already doing.

Credit unions like SchoolsFirst Federal Credit Union have found success by integrating financial health goals and incentives into every area and every employees’ goals.

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Supporting your financial well-being journey

  • CUAid

    Step 1: Commit

    A financial well-being for all strategy cannot be successful without institutional commitment. That starts at the top.

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  • Financial well-being for all

    Step 3: Plan

    Once you have assessed the opportunities for your credit union, you’re ready to move on to Step 3: Plan.

    Take me there.