Financial Education
The key to your success.

We all need help sometimes with taking control of our finances. Whether it be new knowledge or motivation to get back on track, educating ourselves on financial matters can be the key to our success. We have created tools to help you reach your financial goals.

Budgeting

Budgeting can sound stressful, but once you get started it is easy! Our Budget Worksheet will help you set your goals and keep you on track with your budget. Our Expenses Worksheet will allow you to break down what you spend your money on and allow you to track your spending each month to stay on track for your goals.

Credit

We get it, credit is complicated and it can be hard to understand what will and won't help your credit score. Our Credit Boost Worksheet can help you get on the right track to building credit and getting out of debt.

As always, we are here to help you with your financial needs. Our loan officers, branch managers, and workshop instructors are happy to help coach you through your biggest financial hurdles.

Educational Links

www.mymoney.gov - holds information about managing, saving, and investing money

Experian Credit Educator - has a wealth of information on credit scores, credit reports, and credit disputes.

CFPB - Know Your Overdraft Options

Workshops

If you are interested in having a financial educator host a workshop for your group, please email us at marketing@santafefcu.com.

Topics we can present on are: credit, budgeting, banking, investing, and taxes