Financial Coaching

One-on-one Coaching

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

Meghan Noone

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

Kim Malette

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

Class Schedule

March 2023

Dave Ramsey’s Total Money Makeover

Wednesday, March 29, 2023

5:30 pm - 6:30 pm

You may have heard of Dave Ramsey or seen one of his videos online. Dave’s goal is to help people get out of debt and stay there, and his best-selling book “Total Money Makeover” has a lot of great advice! Join us for this one-hour webinar where we will review the book and discuss several of the concepts discussed such as “Debt Snowball” and the “Baby Steps”.


April 2023

How Much of a Mortgage Can I Really Afford?

Wednesday, April 5, 2023

5:30 pm - 6:30 pm

How much you are pre-approved for and what you can afford for a monthly mortgage payment can be two different amounts entirely. How does your financial institution come up with how much they will lend to you? How do you figure out how much of a monthly payment works well for you and your family? Join us for this one-hour webinar where we will discuss all these details and more.


First Time Homebuyers

Wednesday, April 12, 2023

5:30 pm - 6:30 pm

Buying a home is one of the biggest and most exciting decisions that you will make in your life. It can also be one of the most confusing! How do you know how much you can afford? How much money do you need for a down payment? Is your credit good enough? Do you owe too much in student loans or other debts? Join us for this one-hour webinar where we will talk about all you need to know to get started on your path to home ownership.


How to Select a Real Estate Agent & What They Do

Wednesday, April 26, 2023

5:30 pm - 6:30 pm

Whether you are looking to buy a house, sell your current one or both, many individuals will be involved in the process. Perhaps the most valuable of all is the real estate agent! How do you go about finding one? How much do they cost and who pays for it? When the market is good, do you really need one? Join us for this one-hour webinar where we will discuss all of this and more.