Budget Workshop Follow-up
One on one financial counseling services are available for individuals who have attended a budget workshop and have complete their budget using the Access Budget Builder resource provided.
Follow up sessions are intended to assist people who have committed to improving their financial situation discuss their budgeting and financial plans, ask questions, and identify areas where further financial counseling may be beneficial.
If you have not yet completed your budget, keep going. It is the foundation of your financial future. Even if you still have a lot of questions about it, do your best and complete the process so you have a printed budget when you are done; you will have opportunities to make changes later. If you have not attended a budgeting workshop yet, you can register for a workshop here.
Request a follow-up session:
We will try to accommodate requested meetings times submitted in the form below, but your requested time may not be available. If you use the form below you will be contacted by a member of the Access Community Credit Union team to confirm your time or find another available time. Financial counseling sessions may be conducted via online meeting (Teams or Zoom), via telephone, or in-person. All in-person meetings will take place at our office in Amarillo. Sessions will be up to 1 hour long and will be free of charge.
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If you do not want to use the form below you can request a follow-up session by emailing budget@accesscu.net or calling 806-353-9999 x122.
Financial products & services that may help improve your situation:
Your follow-up-up session will not be used as a way to sell you financial services, and any advice given will be given with the individual's best interest in mind. However, if you are not utilizing the resources available to you, a discussion of available options that are a fit for your situation may be part of the follow-up process. Many people are unaware of free options available to them that can save time, avoid fees, pay higher interest, charge lower interest, or provide a more efficient way to reach their financial goals.