Financial Well-being

Your Journey to financial well-being begins right here.
Buying a Home

The funny thing about money is, it doesn't really matter if you make a little or a lot, we all seem to face challenges. With saving. Spending. Borrowing. Planning. It shouldn't be so hard. It doesn't have to be. 

Start your Journey

The Journey from Coastal Credit Union, is designed to help bring financial well-being to your life, and more importantly, keep it there.

To replace stress with happiness. Concern with relief. Uncertainty with control. To help you Live Better.

 

Chart your course >>

Watch Video

Let's chart a course.

To get started we need to ask you a few questions. Don't worry, they're easy and they'll give us what we need to know to get you on your way to financial well-being. You don't even have to study.

1 of 8
Let’s start with a few questions about your household. We consider a “household” to include anyone who contributes financially to your home. You can also answer as an individual.

How would you describe your spending over the last 12 months?
Spending was...




Please answer this question before moving forward.
2 of 8
Over the last 12 months, how have you paid your bills?
My household has been financially able to pay...




Please answer this question before moving forward.
3 of 8
What if you lost your source of income tomorrow? How long could you cover expenses if you only could live off of the money you had in your checking and savings accounts?
How long could you and your household afford to cover expenses...




Please answer this question before moving forward.
4 of 8
How confident are you that you’ll meet your longer term goals like saving for vacation or education, starting a business, buying or paying off a home, putting money away for retirement, etc.?
Long term goals confidence level...




Please answer this question before moving forward.
5 of 8
How manageable is your household debt? Including mortgages, bank loans, student loans, money owed to people, personal loans, medical debt, past-due bills, and credit card balances.
How manageable is household debt?



Please answer this question before moving forward.
6 of 8
How would you rate your credit score?
Rate your credit score





Please answer this question before moving forward.
7 of 8
How confident are you that you have insurance policies (health, auto, home, life, disability, etc.) that will provide enough support in an emergency?
Insurance confidence level...





Please answer this question before moving forward.
8 of 8
Are you able to plan ahead financially?
Plan ahead financially, agree/disagree?




Please answer this question before moving forward.

The journey is the reward.

50 Years
50 Years
Catch up on 50 years of success stories.

Need help?

Send us a secured message: