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Financial Counseling

Two out of five healthcare workers say financial stress is their biggest worry outside of work. That’s why AHCU offers free personalized Financial Wellness Checkups as well as free sessions with a Personal Financial Coach. We’re here for you.

What type of financial counseling do I need?

AHCU offers two free financial counseling services tailored for different needs. If you compare these visits to the medical industry, a Financial Wellness Checkup is like a basic physical. But if your finances are impacting your quality of life, you should schedule a free meeting with a Personal Financial Coach. 

Financial Wellness Checkup

This is a free one-on-one discussion designed to help you prioritize your financial goals and set a path to achieve them. If you’re struggling with big financial decisions such as how much to spend on a car/home or whether you can afford a vacation, a Financial Wellness Checkup can help get you back on track.

Personal Financial Coach

If you need a more in-depth review of your finances and spending habits, AHCU’s Certified Financial Counselor can help. If you’re always stressed about bills or fighting with loved ones about spending, it may be time to schedule your free session with a personal financial coach.

Not Yet a Member?
Sign up here!

Financial Wellness Checkup

A Financial Wellness Checkup is a free one-on-one discussion designed to help you understand and reach your financial objectives. Whether you’re looking to improve your credit, save for a specific goal, purchase a home or vehicle, consolidate debt, or plan for retirement, we’re here to guide you.

This is a FREE complementary service we provide our members.

How we can help you plan for your goals:

  • Seeing the Big Picture: We can take a broad look at where you are and where you want to go.
  • Improving Credit: Learn strategies to boost your credit score.
  • Saving Money for a Specific Goal: Set and achieve your savings targets.
  • Purchasing a Home or Vehicle: Navigate the buying process with confidence.
  • Consolidating Debt: Simplify your debt management.
  • Investment and Retirement Planning: Build a secure financial future.
  • And More: Whatever your financial goals, we’re here to help.

Convenient Appointment Options

Your free Financial Wellness Checkup can be conducted online, in person, or by telephone—whichever is most convenient for you.

Ready to take the next step toward financial wellness? Use the button below to book your appointment and start your journey to financial health and security.

Financial wellness checkup

Meet Your Personal Financial Coach

Associated Healthcare Credit Union is proud to introduce Leslee Miller, our in-house certified financial counselor. If you want free, confidential financial coaching, Leslee can help.

Someone in Your Corner

You spend your days taking care of others. A qualified coach can help you take care of your finances. With over 35 years of experience in financial services, Leslee can help you build a plan that fits your life.

Financial Coaching Built for Healthcare

Healthcare is a special calling, and it comes with unique financial realities. It doesn’t matter whether you’re a:

  • New graduate weighing strong earning potential against significant student loan debt
  • Seasoned professional navigating income fluctuations from shift differentials or contract work
  • Supportive partner managing ever-changing family expenses

Whatever your situation, Leslee is here for you. She understands the balancing act and can help you create a plan that supports your family today and prepares you for tomorrow.

AHCU Personal Financial Coach
A Certified Credit Union Financial Counselor is a professional trained and certified by the Credit Union National Association (CUNA), so you’re working with someone who understands both credit unions and personal finance.

A Nonjudgmental Ear

Almost two in five healthcare workers say financial stress is their biggest worry outside of work. If that sounds familiar, you don’t have to figure it out alone.

  • Budgeting that flexes with your schedule
    Healthcare income isn’t always predictable. Between overtime months and slower stretches, shift differentials and contract gaps, a rigid budget just doesn’t work. Leslee can help you build one that does, so you’re not holding your breath every time the schedule changes.
  • A debt payoff strategy you can actually stick to
    Student loans. Credit cards. Maybe both. Leslee won’t hand you a pre-filled spreadsheet and wish you luck. She’ll sit with you, look at what you’re actually dealing with, and help you find a path that fits your real life, not some hypothetical version of it.
  • Credit, savings, and the stuff that keeps you up at night
    Whether you’re trying to understand your credit score, start an emergency fund, or just want to feel more in control of your money, Leslee can help. No jargon. No judgment. Just clarity.
  • Life transitions, career or otherwise
    New job? New baby? Aging parents? These moments shift your finances whether you’re ready or not. Together, you can adjust your plan before you’re scrambling.

Leslee’s approach is simple: listen first, then help you figure out what’s actually possible.

On Your Schedule

Your schedule doesn’t follow banking hours. That’s why financial coaching sessions are available online, by phone, or in person. Leslee is available in the morning before your shift, in the evening after a long day, or during a rare lunch break. Leslee will make it work.

Schedule Your Financial Coaching Session Today

Leslee Miller
Certified Credit Union Financial Counselor
(651) 383-4005
LesleeM@ahcu.org

Leslee Miller