Your goals. Your questions. Your next step.

Financial coaching is a conversation about your financial goals and what it will take to reach them. Our coaches can help you:

  • Build a Budget
    Create a spending plan that works for your income, expenses and goals.
  • Manage Debt
    Explore strategies to pay down debt and make progress toward financial freedom.
  • Improve Your Credit
    Better understand your credit and identify opportunities to strengthen it.
  • Set Financial Goals
    Whether you're saving for something big or simply want to feel more in control, we'll help you create a plan.
  • Prepare for Major Purchases
    Talk through the financial considerations that come with buying a car, home or other major purchase.
  • Navigate Financial Challenges
    Get a second set of eyes and a judgment-free place to talk through what's going on.

Connect With a Financial Coach

Our certified financial counselors are here to meet you where you are and help you take the next step toward your goals.

John Nadolney
Stevens Point
715-207-6763

Contact John

Kristen Pataska
Marshfield
715-207-6815

Contact Kristen

Hunter Hurst
Neillsville
715-233-8029

Contact Hunter

Nydia Escobar Ruiz
Marshfield
715-207-6817

Contact Nydia

Harlee Ingold
Neillsville
715-207-6792

Contact Harlee

Getting Ready for Your Coaching Session

You don't need to have everything figured out before meeting with a financial coach, but bringing a few details with you can help make the most of your conversation.

Helpful information to bring:

  • Amounts of all your take-home income
  • A list of all your bills to include: required payment, total balance, amount past due and interest rate
  • A good idea of your other monthly expenses (food, gas, clothing and uniforms, etc.) that aren’t billed but have to be paid
  • A credit report if you'd like to review yours

Additional Financial Support

Looking for additional guidance? Simplicity Credit Union members also have access to GreenPath Financial Wellness. Their team can help with budgeting, debt repayment and more.
Learn About GreenPath