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 are actively working on improving their financial situation and would benefit from discussing their budgeting and financial plans, asking questions, and identifying areas where further financial counseling may be beneficial.
If you have not yet completed your budget, keep going; it doesn't have to be perfect the first time. Your budget is the foundation of your financial future and will be the starting place for your follow up meetings + any financial counseling that takes place. You will have opportunities to make changes later so don't stress over it, just do your best. 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 it is possible that your requested time will 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.