Nowadays, there’s an app for just about everything—including budgeting, investing, and saving. While these tools can be helpful, they often lack the personalized advice and human touch that a financial coach can give you. At Union Savings Bank, our FutureTrack coaches bring the expertise and personal attention to create a financial plan that fits your unique goals.
Why Choose a Financial Coach?
Apps are great for tracking numbers, but they can’t listen to your banking story or help you navigate complex decisions. A FutureTrack coach can:
- Provide tailored advice. Unlike one-size-fits-all apps, your coach will work with you to create a plan that reflects your individual financial situation.
- Answer your specific questions. Whether you’re unsure about how to save and budget, or want to make sure you’re getting the most out of your current plan, your coach will offer custom solutions.
- Adapt to your changing needs. Life changes, and so do your financial needs. A FutureTrack coach will work with you to adjust your financial plan accordingly as your goals evolve.
What to Expect from a FutureTrack Coach
When you meet with a FutureTrack coach, you can expect more than just banking advice. You’ll get a partner who’s invested in your success. Your coach will:
- Assess your current financial situation. This includes reviewing your income, expenses, debts, and savings to get a clear picture of where you stand.
- Help you set clear financial goals. Whether you want to save for a home, plan for retirement, or manage debt, your coach will help you outline banking goals and create an actionable plan.
- Create a customized action plan. From budgeting to saving, your coach will develop a step-by-step plan that aligns with your lifestyle needs.
End the year on a high note by scheduling a meeting with a FutureTrack coach today—it only takes 15 minutes! With their guidance, you’ll be ready to tackle 2025 with confidence and a clear financial plan. Get started today!