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Financial Health Check

GreenPath’s Check Up

Ready to take control of your financial future?
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GreenPath Financial Wellness

GreenPath’s Mission

GreenPath is a national nonprofit focused on financial wellness for everyone.

For more than 60 years, they’ve been helping people build financial health and resiliency. We’re proud to be their partners.

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Financial Health Education

Understanding Your Money Better

We’ve partnered with GreenPath to bring you Learning Lab+, an interactive and easy-to-use resource created by financial counselors. Visit Learning Lab+ for well-researched courses and tools to enable a better understanding of money for a healthy financial life.

visit Learning Lab+

Additional Free Resources & Tools

Healthy financial choices start with education. As a member of PFCU, you have automatic access to free educational resources and tools to help you with debt management, credit, budgeting and more.

Worksheets and Guides

Download worksheets and guides about managing your finances, setting a simple spending plan, or prioritizing expenses.

Calculators

Run the numbers and find out what a mortgage might really mean for your budget, or compare debt management plans.

Webinars

From budgeting to managing student loans, to building credit, educational webinars get you well on your way to financial literacy.

Self-Paced Courses

Self-paced courses are designed to make experiences such as home buying, planning for retirement, and budgeting much easier.

Financial News & Tips Blog

The latest personal finance news and information on your property, mortgages, insurance, savings, and investment options.

Newsletter

Stay in the know and up to date with personal finance advice, actionable tips, and relevant news, delivered right to your inbox.

Frequently Asked Questions

You can download this GreenPath Checklist to prepare yourself for your 45-minute call.

One of the first things a counselor will do with you is put together your budget. Having an idea of your income and expenses is helpful. If you have billing statements handy, even better. It can also be helpful to make a list of questions and goals.

Check out our GreenPath Counseling page for more information. 

All client information is secure and confidential. GreenPath will not share your information with anyone without your permission. We also do not report to credit bureaus.

Check out our GreenPath Counseling page for more information. 

GreenPath is a national nonprofit focused on financial wellness for everyone.

If you want to make positive changes and informed decisions to improve your financial well-being, please contact a GreenPath Financial Counselor at (877) 337-3399, or request a call by filling out this form on our partner GreenPath site. Help is available in more than 150 languages.

Before calling make a list of questions and goals, and gather financial paperwork and information that will be helpful during your call — Download this GreenPath Checklist to prepare yourself for your 45-minute call. Check out our GreenPath Counseling page for more information. 

I’m so grateful to have a financial institution that’s in line with my personal values. The service and support I receive always make me feel cared for.

Marcell W. | Member SINCE 2019
Marcell W.

Need more information?

Connect with a PFCU Member Consultant, by scheduling an appointment, video chat, email, or phone.

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