In person, over phone, email, or ZOOM – your accountability buddy is here!
With FREE one-on-one financial coaching you’ll get a no judgement, holistic approach to help you identify spending leaks and the best savings habits.
Learn how to:
Establish a personalized budgeting plan that is easy and works for you and your family
Improve savings habits
Examine your credit history and give tips to improve if needed
Our amazing Lending team will take a look at all of your current loans to see if there’s anyway we can help you save money!
We will be your biggest cheerleader and accountability buddy!
Plus more! We can work on whatever it is you want to work on!
Meet Our Coaches
Business Development & Financial Wellness Leader
Meghan splits her time between the Lee and Concord offices and has been with the organization since 2017. She has worked in the Banking Industry for over 25 years in various roles and previously held her NH Real Estate License.
She is also a Certified Financial Wellness Coach.
(603) 224-7731 ext. 314
Financial Wellness Coach
Kim works out of our Concord office and has been with the company since 2020. She has been coaching since 2014.
Kim has certifications from the Financial Social Work Program and Dave Ramsey’s Master Coaching Program.
(603) 224-7731 ext. 309
Preparing to Buy a Home in 2023
Saturday, December 10, 2022
9:00 am - 10:30 am
There are so many questions to consider when contemplating buying a home.
- Is now the right time?
- Do we have enough money saved up?
- Will rising interest rates have a big effect on what my payment would be?
- What does my credit score need to look like in order to be approved?
Join us for this in person class where we will talk about the state of the housing market, interest rates, everything you need to do to get yourself ready and more!