Financial Counseling

Talk to us about financial counseling, available now!
Schedule an appointment
  • Certified Credit Union Financial Counselors
  • Sessions at local financial centers
  • Friendly guidance and support

Financial confidence starts here.

Managing money can feel overwhelming when you’re working toward big goals like buying a home, paying off debt, or building long-term wealth. We believe everyone should have access to the tools and support they need to feel confident about their financial future. Our team of Certified Credit Union Financial Counselors is here to help, offering free guidance across southwestern Pennsylvania.

Meet with our financial counselors

Our financial counseling sessions are designed to be collaborative and personalized to your situation.

  • First Session (1 hour): We'll review your financial picture, discuss your goals, and create an initial action plan. Couples are encouraged to attend together to align on household finances.
  • Follow-Up Sessions (45 minutes): Together, we'll track your progress, adjust your plan as needed, and provide ongoing support to keep you moving forward.

What to bring to your first financial counseling session

To make the most of your time, please bring:

  • 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

This information gives your counselor a clear picture of your finances so they can provide tailored guidance from day one.

Ready to start the journey towards financial empowerment? Schedule an appointment with one of our counselors!

Consider this before you meet with a Financial Counselor

  • What is a financial counselor?

    A Certified Credit Union Financial Counselor is a trained professional dedicated to helping you improve your financial well-being. They provide one-on-one guidance to help you create a budget, manage debt, and develop healthy money habits that last a lifetime. They are here to offer guidance and suggestions, but you are the one who does the work to achieve your goals.

    Think of them as a coach who empowers you with the right plays and strategies to win your financial game. Their focus is on practical, everyday financial management to help you move forward with confidence. Please note that our counselors are not tax advisors, attorneys, or licensed financial advisors, and they do not provide legal advice.

  • What to expect in a session?

    Your initial financial counseling session will last about one hour. This gives us enough time to get to know you and understand your financial situation. We'll listen to your goals, discuss any challenges you're facing, and start outlining a personalized action plan. If you live with a partner or spouse, we highly recommend attending the session together. Managing household finances is a team effort, and creating a plan together ensures everyone is on the same page.

    Follow-up sessions are typically 45 minutes long. These meetings are designed to track your progress, adjust your plan as needed, and provide ongoing support to keep you motivated on your path to financial empowerment.

Financial counseling FAQs

  • Financial counseling appointments are open to everyone, regardless of membership status.

  • Yes, our financial counseling sessions are completely free. We believe everyone deserves access to the guidance they need to achieve their financial goals, and we're proud to offer this service at no cost to you.

  • Our counselors are Clearview employees who are also Certified Credit Union Financial Counselors (CCUFCs). They're trained professionals who are passionate about helping our community build a strong financial future.

  • Not at all. We encourage couples and partners to attend sessions together. Working on your finances as a team helps ensure everyone is aligned on your household goals and the steps needed to achieve them.

  • We offer 45-minute follow-up sessions to help you stay on track. In these meetings, we’ll review your progress, make any necessary adjustments to your plan, and provide the ongoing support you need to keep moving forward.

  • Bringing documents like pay stubs, bills, and account statements gives your counselor a complete and accurate view of your finances from the very start. This allows us to provide the most personalized and effective guidance possible during your session.

  • Absolutely. Your privacy is a top priority. All discussions and information shared with our financial counselors are held in the strictest confidence. We provide a safe, private space for you to discuss your finances openly.

  • You can schedule your confidential session by making an appointment.

Have a Clearview Financial Counselor contact me

Looking to speak with someone about financial counseling? Complete the below form and we'll be in touch!