Financial well-being for all

Building a financial well-being plan

Operationalizing finhealth programs and initiatives

Understand member needs

Ground your financial well-being plan in member needs. Use data from Assess/Learn to review your products, services and delivery channels and identify opportunities for improvement.

  • Empathy

    Leverage empathy

    The National Credit Union Foundation provides system-leading training to help credit unions infuse empathy into their business practices.

    Learn more.

  • Development Issues

    Development issues

    Review your products, solutions and services against these 12 core development issues that are preventing financial freedom in your community.

    Learn more.

Support your employees

Credit unions like SESLOC have discovered that supporting employees on their financial health and well-being journey can attract and retain talent—and provide better service to members.

Learn more.

Work with us

The Foundation can help your credit union build a deeper understanding of who your members are, the challenges they face, and the opportunity to meet their needs.

Contact us

Supporting your financial well-being journey

  • sitting

    Step 2: Assess/Learn

    Before you can plan a successful financial well-being strategy, assess the opportunities available to you.

    Take me there.

  • An office scene

    Step 4: Act

    Uncover opportunities to continuously listen, learn and adjust your program to improve financial well-being for all.

    Take me there.