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Financial Planning Your Way

Members have access to self-service online financial tools, personal Financial Coaches, and investment consultants.

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Financial Planning Tools

Online Tools

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Free Online Resources
We care about your financial wellness and want to help guide you however possible. That's why we're providing you with free access to Balance1, an online financial wellness tool.

Using this financial resource you can:

  • Attend free financial webinars
  • Get guidance based on your current stage of life
  • Filter and discover financial advice by topic
  • Find tips for financial maintenance
  • Use specialized finance calculators
  • Find how-to videos and recent financial podcasts

GET STARTED

Meet with a Coach

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Exclusive Access to Our Team of Financial Coaches
No judgement, just help from someone who has seen it all, and can get you on a great path. Members get free access to our certificated Financial Coaches who get to know you and build a budget, tailored to you.

Book a Coaching Session

 

Work on Your Investments

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Build an Investment Plan with LPL2 Financial Advisors
Our Member Investment Program partner with LPL Financial advisors to provide a variety of investment options to meet your individual preferences. LPL Financial Advisors will work with you to tailor-fit your needs. Whether you decide on do-it-yourself style investing or a full-service option, they will find the right products and services to help you reach your investment goals.

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1 Balance is a third-party non-profit organization that Arrowhead Credit Union has partnered with to provide financial counseling and education services to members.

2 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Arrowhead Credit Union and Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and Member Investment Program. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

 

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