Financial Wellness Program, CUExcel, Launched
11/01/2023
By: MCCU
MARSHALL, MICHIGAN – At MCCU, we're more than a financial institution – we're your partner for financial success. Our commitment to your financial wellness has always been a top priority. That’s why we are thrilled to introduce a financial wellness program, CUExcel.
CUExcel is a free program designed to empower you with the knowledge, skills, and confidence needed to make informed financial decisions. Whether you are navigating challenging financial times, building your savings, planning for your child’s education, or working to pay off debt, MCCU’s Certified Financial Coaches will help you navigate the road ahead.
“Our new program reflects our dedication to our mission - partnering with members for financial success through service, solutions, and education,” said Corrie Rozell, CEO, MCCU. “We want to empower individuals with the knowledge and resources needed to make informed financial decisions, and that is exactly what CUExcel is designed to do.”
The program provides:
• A Personalized Financial Check-Up: Our team of Certified Financial Coaches will provide you with a comprehensive financial check-up, ensuring you gain a clear understanding of your current financial situation. This initial assessment will serve as a roadmap for your financial journey.
• Customized Action Plan: Setting realistic expectations is a crucial aspect of your financial journey. Our coaches will work closely with you to establish clear financial goals, identify any obstacles in your path, and create a personalized action plan tailored to your unique needs.
• Support and Guidance: Our Financial Coaches will check in with you periodically to monitor your progress, answer any questions you may have, and provide support as needed.
• Flexible Access: We understand that everyone's schedule is different. That's why our Financial Counseling services are available in-person, by phone, or online, making it convenient for you to access the support you need, wherever you are.
To learn more about CUExcel, visit marshallcommunitycu.com/financialwellness.