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Schedule a Meeting with a Financial Coach
Are you already a member of Verve, a Credit Union?
*
Yes
I would be a new member
Are you willing to establish a savings account to take part in our financial coaching process?
*
Yes
No
Awesome, you qualify for membership!
You must be a member of Verve to take advantage of our financial coaching services.
Do you understand that our Financial Coaches are not licensed to offer investment, accounting, or estate planning advice?
*
Yes
No
Have you ever worked with a Financial Coach before?
*
Yes
No
Please describe the outcome of those meetings. (What worked? What didn't work?)
Name
*
First
Last
Email
*
Phone
*
Where are you located? (City, State)
*
Your location may impact our ability to serve you in a face-to-face capacity
What is your manner of employment currently?
*
W-2 Employee (Part-time)
W-2 Employee (Full-time)
W-2 Employee (Salary + Commission)
W-2 Employee (Commission 100%)
W-2 Employee (Seasonal)
Self Employed / Business Owner
Retired (Fixed Income)
Disabled (Fixed Income)
Other (Variable)
Combination of the above
This will help our coaches determine the best approach for budgeting and verifying income.
Which category of personal finance are you most interested in seeking advice in?
*
Household Budgeting
Credit Repair or Improvement
Establishing and Reaching Savings Goals
Preparing for large purchase (Car, House, etc.)
Comments
This field is for validation purposes and should be left unchanged.
Please note:
Financial Coaches are not certified to provide investment advice.
Personal
Checking & Savings
Checking
KickBack Checking
Personal Checking
Savings
Certificates
Money Market
IRAs
HSAs
Name Your Savings
Kickback Savings
Kids’ Savings
Credit Cards
RateFirst Mastercard
RewardsFirst Mastercard
Loans
Auto Loan
Recreational Loan
Presto! Personal Loans
Mortgage/Home Loan
Fixed Rate Mortgage
Adjustable Rate Mortgage
Home Equity Loan
Home Equity Line of Credit
Business
Business Loans + Financing
Commercial Loan Terms
Commercial Lines of Credit
Business Tools
HSAs
Payroll / Electronic Deposit
Merchant Services
Business Resources
Positive Pay
Business Basics
Business Checking
Business Savings
Business Credit Cards
Why Verve?
Community
Impact in the Community
Community Support Request
Our Blog
Login
Login
Join Now
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