Financial Counseling

Sometimes personal finances can get a little complicated. That's when it makes sense to get some expert help in sorting everything out. CoVantage's free financial counseling can put you on the right path.

Build a better monthly budget. Or prepare a debt management plan.

GreenPath Financial Wellness* is a company that's been helping credit union members for decades. CoVantage membership gives you free and unlimited access to GreenPath services. Financial counseling is available over the phone every day but Sunday with certified professional counselors. There is no appointment necessary. Just request a call whenever you could use a little friendly help.

  • Financial Counseling and Budget Counseling: Call GreenPath for immediate help with financial questions. Personal and family budgeting sessions focus on your concerns and needs, including a detailed worksheet and action plan.
  • Debt Management Plan: GreenPath will contact your creditors to negotiate concessions or work out loan payment agreements, including lower interest rates and elimination of fees and collection activities. Counselors can help you manage all your debts, not just credit card debt.
  • Housing Counseling: Counselors with expertise on housing issues can help our Wisconsin, Michigan, Illinois members with everything from pre-purchase education to foreclosure prevention.
  • Financial Education : Helpful articles and podcasts are available through the information library and contain information on personal financial topics such as consumer awareness, credit reports, credit rights, credit scoring, financial difficulty, housing, kids and money, money management, and retirement.
  • Contact Information: Request a call, call Greenpath at 877-337-3399, or visit their website. Hours are Monday-Thursday from 7 a.m. to 9 p.m.; Friday from 7 a.m. to 6 p.m.; and Saturday from 8 a.m. until 5 p.m.
  • Other Tools: We encourage you to download an appointment checklistmonthly budget worksheet and free Pathways newsletter.
  • Free Software: BudgetSmart is software to help you manage your money. To download, you will need the following: Institution Code: covantage; Password: WI02091. CheckRight is a web-based, self-study checking account management education tool.

Next Steps