Financial Resources

Financial Advisors - Work With Someone You Trust! Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family.

Virtual Financial Advisor - Put the power of financial planning to work for you. Sophie, your personal Virtual Financial Advisor, can guide you through each step of creating a plan. Get started today!

Seminars - Coastal Trust and Investment Services offers financial seminars to anyone interested in getting a head start on their financial future or getting a hold on their current financial situation.

CUNA Education Center - The Education Center provides you with a vast amount of information concerning your financial well-being.

Accel Members Financial Counseling - Get free access to money management, financial education services, and free budgeting software.

CheckRight - CheckRight is a web-based education module designed to teach members how to manage a checking account.

Member Assistance Program (MAP) - If you are experiencing a financial hardship that is affecting your ability to make your monthly loan payments, Coastal may be able to help through the many plans available under our Member Assistance Program.