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At Rize Credit Union, we understand that talking about your personal finances is personal. It can be a difficult subject to discuss, especially with a stranger. We get it.

That’s why our personal one-on-one counseling is completely confidential. We’ll sit with you to discuss your goals, challenges, and solutions, helping to transform your stress and anxiety into a hopeful plan for the future.

Use the form below to submit a request for a meeting. We’ll contact you directly to schedule a date, time and location to meet.

What you’ll need and what to expect

Items to collect and bring to the meeting:

• Your monthly income
• Your monthly expenses
• A list of debts, payments, and credit limits
• Your credit report

Your personal money coach will reach out to you the day before to confirm your meeting

On the day of your appointment, please arrive on time with your information in-hand

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