Global's Financial Coaching
Financial Education with Your Very Own Personal Coach
No matter your age, finances can be difficult. Global provides the expertise of specially-trained Coaches. That's right, a coach to help keep your finances healthy. A Global Financial Coach is your guide, helping you get your finances under control, understand your credit report, develop a budget and tackle debt.
Together, you and your Financial Coach create a path towards your financial dreams. Find the support you need, whether it's one specific financial issue or the whole financial picture.
Connect with a Global coach by completing this referral form!
How Can a Coach Help?
Spending
Spend less than income; pay bills on time
Saving
Have enough liquid savings to absorb a moderate financial shock; have sufficient long-term savings or assets
Borrowing
Have a sustainable debt load; have a good credit score
Planning
Have appropriate insurance coverage; have a plan for future expenses (goals)
Virtual Workshops
If you have personal finance questions, you can also bring them to our virtual sessions.
These free events are available through out the year as an introduction to our coaches.
Helpful Resources
We understand that some members may prefer to speak anonymously about their finances.
We have the following options for you:
Finances & Budgets
Interactive financial education modules
Finances and Budgets - our mini-course training program. Modules created for every financial situation, designed to relate to your own circumstances.
Money Management
Your personal financial management tool
A set of tools & features for you to track your financial spending with ease.
Automatically available to you when you log into eBranch or our App
Become a Member!
Experience the difference of credit union membership. When you join Global you're more than a customer, you're a member and an owner. Your membership gives you access to a suite of products designed with you in mind.
Wondering if you qualify for membership? If you live or work in Washington or North Idaho, you can join! Click here to see all the ways you may be eligible for membership.