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Arrowhead Credit Union
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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


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 CFS2 Financial Consultants
We've developed a relationship with CUSO Financial Services, L.P. (CFS) to provide a variety of investment options to meet your individual preferences. CFS Financial Consultants 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 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

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