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

June 2024

Avoiding Fraud Webinar 6/25/24

Tuesday, June 25, 2024

12:00 pm - 12:30 pm

Webinar: Concerned about fraud? Not sure if a call or email you just received is legit or not? Join us for this short webinar where we will give you some tips on how to prevent fraud, as well as information on the popular scams we are seeing.

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