Financial Coaching
Free expert financial advice
You’ve done your research and want to validate your plan. Or, you have no idea how to start and need help finding a place to begin.
We offer members free financial coaching, no matter where they are on their financial journey. Take advantage of these personal, one-on-one sessions with experts who can help you with a range of financial topics.
Financial coaching resources
Financial wellness checkups
These free sessions are designed for anyone looking to review their current financial situation and chart a path forward to reaching their goals.
LEARN MOREGreenPath financial counseling
We partner with GreenPath Financial Wellness to provide our members and families with free financial counseling for more complex money matters.
LEARN MOREFinancial education topics
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Saving and budgeting
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Credit and debt
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Loans
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Life events
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Investing and insurance
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Business
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Additional resources
Connect with SECU
In person or virtual. Connect with us when it’s convenient for you.
VISIT THE VIRTUAL FINANCIAL CENTER
SCHEDULE IN-PERSON APPOINTMENT
SCHEDULE VIRTUAL APPOINTMENT
Financial coaching FAQs
Find the answers you’re looking for in our financial education FAQs.
SECU may be able to help. Please contact us at 410-487-7328 or 800-879-7328.
We also offer members financial counseling through GreenPath.
We do not offer this service. However, anyone can visit www.annualcreditreport.com to check their own credit report for free, once annually.
Or, to check your credit score, log in to online banking and click Credit Score.
If you notice an error on your credit report while applying for a SECU loan, please contact SECU immediately to rectify the issue.
Visit annualcreditreport.com to receive a free copy of your credit report. Or, to view your credit score, log in to online banking and click Credit Score.
Visit any of our financial centers or schedule a virtual appointment to add a joint owner to an existing account.
To change the name on your accounts, please schedule an appointment. Bring the following documentation:
- An updated government-issued ID
- Legal name change documents (ex. marriage certificate or divorce decree)
Yes, we offer the following business accounts:
- Business share savings
- Business money market
- Business certificate of deposit (CD)
- Business checking
Visit our business banking page for more detailed information.
Financial coaching insights
Five retirement questions worth asking this Financial Planning Month
October 6, 2026
Are you ready for retirement? Or what do you need to get on track for your next amazing life chapter?
Make spirits bright without overspending this holiday season
September 22, 2026
A holiday budget can help you focus your money on what matters most.
Extra savings or cash to power your fall fun
September 17, 2026
We’ve got you covered with plenty of ways to have a little more in your wallet.
