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!

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!
Woman smiling while reviewing a shopping list at a farmers market produce stand

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.

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.

Spending Tracker

Using a spending tracker will give you an accurate picture of where your hard-earned money is going so you can make choices on where you would like it to go.

Gain control over your finances by taking a few minutes each week to fill in the tracker.

Budgeting Worksheet

Setting a budget and developing a spending plan is a great way to relieve uncertainty and stress while also helping you to figure out how to meet both your short-term and long-term financial goals. Use this worksheet to calculate your monthly expenses and income to get an idea of what you have to work with, what your commitments are, and what you have remaining to devote to your goals.

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.

Soarion Credit Union has partnered with GreenPath Financial Wellness to offer complimentary debt management and other financial hardship resources to our members. By clicking “Proceed” you acknowledge you are leaving the Soarion CU website and entering the GreenPath website.

Soarion Credit Union has partnered with GreenPath Financial Wellness to offer complimentary debt management and other financial hardship resources to our members. By clicking “Proceed” you acknowledge you are leaving the Soarion CU website and entering the GreenPath website.