ServU is now offering free one-on-one Financial Counseling Services to all ServU members. Our program takes a personal approach to guiding your personal financial wellness. Our Certified Financial Counselors will create a safe and supportive environment to discuss your financial goals.


How Financial Counseling Can Help

  • Teach you personal finance basics – Counselors can review your finances and suggest ways to pay down debt. They coach you about savings, managing your checking account, investments and creating a budget.
  • Help you develop a debt-repayment plan – Counselors help you develop a plan to consolidate and pay off your debt based on your finances.
  • Plan for the future – Counselors help you and your family manage and resolve financial problems and reach long-term goals such as paying for college, buying a home, and planning for retirement.

Cost: FREE
Requirements:  Must be a member.


Financial counseling sessions may be conducted either in person, by phone, virtually via Zoom meetings, or a combination of the three. If you choose a virtual meeting you will need access to Zoom. If you need assistance with access to Zoom, please let us know.

Take the First Step

It all starts with a simple conversation. It’s free, no-pressure  and 100% confidential. Together, we’ll make a personalized plan to help make your life better, happier and financially more satisfying. 

Call us at 1-800-443-0663 to schedule your financial counseling session today.