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Routing # 307075259
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Financial Coaching

Invest in Yourself and Reach Your Goals

Financial Coaches at C·U·D

Our Mission is “To be a trusted partner for our members in reaching their financial goals by providing superior value, products and service.” That is why we are offering Financial Coaches to help you accomplish your financial goals through education and guidance. 

Our Financial Coaches have completed thorough training, earning a Certified Credit Union Financial Counselor (CCUFC) designation . They are here to help you, not sell you products or services.

They can assist you in the following areas:

Budgeting Icon
Budgeting/Spending Plans

Savings Icon
Saving Plans

Debt Reduction Icon
Debt Reduction Plans

Credit Report Icon
Credit Report Reviews

Financial Education Icon
Financial Education/Resources

Book an Appointment

Financial Coaching on a couch.

The Process and What to Expect

  1. Schedule an Appointment
    Fill out our Financial Coaching Appointment form. One of our certified coaches will contact you for any additional information and to set up your first appointment (walk-ins not accepted). 

    We offer in-person and over-the-phone coaching sessions. You can expect your session to last approximately 1 hour, although it may differ depending on your personal situation.
  2. Bring Some Documents

    We may ask that you bring in three months of financial statements so we can get a better idea of your income, debts, expenses and assets. 

    Your Financial Coach will discuss this with you over the phone prior to your first session to let you know what documents they need.

  3. What We'll Go Over
    In the first session, our Financial Coaches will go over your past, current, and future financial situation. They can address the concerns you have and cover topics beneficial to your goals and circumstances.  

    In any following sessions, they'll continue to work with you to implement and monitor your new financial plan.

Book an Appointment

Financial Education Resources & Tools


  • A personalized platform to learn about personal finances.


  • Financial education videos designed to help you learn about money.

Credit Score & More

  • A free credit score management tool available within Online Banking and Mobile Banking. 

Investment & Retirement Center

  • Shelley Hertel provides investment advice, asset management and insurance services through LPL Financial.


No, financial coaching is only avilable for Credit Union of Denver members at this time.

Yes, our financial coaching sessions are free.

Financial coaches can provide guidance and education on topics such as:

  • Budgeting/Spending Plans
  • Saving Plans
  • Debt Reduction Plans
  • Credit Report Reviews
  • Financial Education/Resources

They do not provide advice concerning investments, financial products, tax, and legal matters.

Complete our Financial Coaching appointment form, here. Once your request has been received, one of our representatives will reach out to you to schedule your appointment. 

Financial Coaching visits are by appointment only!

 Additional Questions?

Contact our call center at 303.234.1700.