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Financial Wellness

 

 

 

 

Discover Financial Lift!

At Soarion, our goal is to take care of our members along their entire financial journeys. That's why we provide you a wealth of financial education and literacy resources. Knowledge is power, and when you are empowered, you can lift your finances to new heights and achieve the life of your dreams!


 

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GreenPath Financial Wellness

Soarion has partnered with GreenPath to provide complimentary financial education resources to our members. GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Some of their LearningLab+ resources include:

 

  • Creating a Budget


  • Homebuying 101


  • Understanding Student Loans


  • Paying Down Your Credit Card


  • Making the Most of Your Money


  • And More!


    • 2026 Financial Wellness Workshops

    Soarion Credit Union has partnered with University Health’s Institute for Public Health to present a monthly financial wellness series designed to help community members at any point in their financial journeys. This free workshop series is intended to educate and empower individuals and families so they can achieve their financial goals. Upcoming workshops through December 2026 will cover various financial topics one Saturday each month. Join us for one or more of these upcoming events:

  • Saturday, September 12 - Auto Buying


  • Saturday, October 10 - Identity Theft, Fraud, and Scams


  • Saturday, November 21 - Keys to Home Buying


  • Saturday, December 12 - Dealing with Debt/Reaching Financial Goals


    • Each workshop takes place from 10-11 a.m. at University Health VIDA, 3611 Jaguar Parkway, 78224. Free and open to the public.

     

    Aligning Priorities Webinar

    Get a greater sense of control when making choices of how you will spend the money you have by working through the steps in this complimentary online course.

     

     

    Be sure to follow along with your own webinar workbook, which you can download below.

    Spending Priorities Flyer

     

    Interactive Financial Planning Tools

    Build your budget and track your spending with the fillable worksheets below. Feel free to download so you can track anytime from anywhere.

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    Download Spending Tracker

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    Download Spending Tracker

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    Download Budgeting Worksheet

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    Download Budgeting Worksheet

     

    Financial Education Blog Posts

    Experiencing Financial Hardship?

    If you are having a hard time meeting your financial obligations, we are here to help. Visit our Financial Hardship page to learn more about the services and resources available to you.
    Learn More