TFCU免费提供个人理财指导!
This service is available to members and the Tucson community; appointments may be scheduled online and are available in person, by phone, or via Zoom.
关于TFCU个人理财教练
My name is Lisa Atkinson. 我从1995年开始加入TFCU团队,专注于解决问题,寻找解决方案. 2006年,我帮助向我们的365滚球app下载推荐推出了财务指导服务. 我已经通过了信用合作社协会项目的认证,并且是Dave Ramsey金融大师教练.
Coaching FAQs
- What is a financial coach?
- 一个在你设定目标时陪伴你的向导. 确定实现目标的途径.
- 教练可以在哪些方面提供帮助?
- Creating a money plan.
- 理解和改善信用.
- 了解如何在经济上保护你和你的家人.
- Planning for retirement.
- 跟进预约有什么好处?
- Accountability
- 额外辅导资源.
- Encouragement
- How can we connect?
- 预约可在埃尔里奥分公司的位置,通过电话,或通过Zoom.
- How often can we meet?
- 单次预约,可进行后续预约.
- What would not be coached?
- Legal Advice
- Tax Advice
- 谁可以利用教练?
- TFCU members
- Community members
Have questions? 直接致电(520)322-7429或发送电子邮件至latkinson@wallstreetware.com for more information.