My Finance Coach
Managing finances shouldn’t be difficult or confusing. Our finance app will coach you through 10 themes of financial wellness, from budgeting to future planning. No jargon, no in-person meetings, and no fees– just your device and 3 minutes a week. Staying on top of your finances has never been so easy!
You’ll find My Finance Coach in online banking. Look for it in the Money Management menu.
You will need to be enrolled in online banking to access My Finance Coach.
Also available in our mobile app.
Create & Track
Customize your financial plan with guidance on setting a budget, planning for the future with retirement savings, investments, and more.
Link Accounts
Link all your accounts to get a complete picture of your finances, plus custom tips and bite-sized next steps.
Fill the Gaps
More than just debt elimination and budgeting, we’ll help you identify and fill gaps in your plan to maximize your savings.
Keep a Routine
Built on behavioral science and psychology, you’ll benefit from soft nudges, reminders, and a customized
to-do list.
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