Here's what you can expect during your financial counseling appointment.
Financial confidence starts with a conversation. Whether you’re managing debt, saving for a home, or building long-term stability, our Certified Credit Union Financial Counselors are here to help. As a Clearview member, you’ll receive free, personalized guidance to create a plan that fits your life and goals.
First Session
We’ll get to know your financial picture and what you want to achieve, then work together to create a practical action plan. Couples and families are encouraged to attend together to align on shared goals. (Approximately 1 hour)
Follow-up Sessions
We’ll check in on your progress, make adjustments as needed, and provide ongoing support to keep you moving forward with confidence. (Approximately 45 minutes)
Be sure to bring the requested documentation to your financial counseling appointment.
Helpful items to bring
We’ll work together to understand your financial picture. If you have any of the items below handy, feel free to bring them along, but don’t worry if you don’t. Your counselor will guide you every step of the way.
Recent pay stubs (for all household members)
Utility, insurance, and recurring bill statements
Statements for all credit cards, loans, and debts
Medical or repair bills
Checking account statements (last 3 months)
A copy of your credit report
Any creditor letters, judgments, or garnishment notices
Insurance policies