Financial Education Services

Our suite of Financial Education Services (FES) is founded on providing a thorough education and consistent guidance with a confidential personal representative. With this relationship in place, we’ll work with you to determine your broad goals and set tactics for direct outcomes that build credit and help manage debt. We’ll empower you with the mindset, tools and products it takes to make an impact on your financial health.

Financial Education Services

MoneyEDU

Take an important step in preparing for your financial future with MoneyEdu from South Metro FCU. With hundreds of videos, calculators, interactive exercises, and topics to explore, there’s always something new to learn. If you create an account, we’ll save your progress and you will never lose your work. You can even create a portfolio of accomplishments that you can take with you.

Whether you’re just getting started or want to address a particular financial challenge, you’ll find something for you with MoneyEdu.

  • Self-Directed Learning
    Design your own financial education experience with personalized courses, self-assessments, and content library – with new content available each week.
  • Light Touch Financial Guidance
    Don’t know where to start? No problem. Reach out to our Financial Education Specialist, Alyssa Walford directly or from within MoneyEdu with questions about the content that is available to you.
  • One-to-One Financial Coaching
    Start your financial education journey by meeting Alyssa in person to establish your financial goals and next steps. You can also opt-in to share your goals, budgets, and assessment results from MoneyEdu to get one-to-one coaching with Alyssa.

Visit MoneyEDU today!

Spending Plan & Debt Management

We provide personalized debt and money management services to assist you in improving your financial situation by means of budget creation, debt prioritization and money management.

Program Details

  • SMFCU Membership required
  • Budget Creation
  • Consultation and Initial Assessment
  • Debt Prioritization

Tools

  • Bill Pay Checking Tutorial
  • Reloadable VISA Card

Plus, you’ll get a one-on-one monthly review to help you stick with your goals. Call Alyssa to get started today!

contact Alyssa Walford

Questions?

Contact Alyssa Walford at:
   FES@southmet.com
   952-445-0888

South Metro loans

We bring competitive rates, fewer fees, and a more personal approach to lending. Get your next loan at South Metro.

Credit Building and Repair Program

We offer one-on-one credit repair services in combination with credit building loan products tailored to meet the needs of your unique circumstances.

Program Details

  • SMFCU Membership required.
  • Assistance with obtaining your free credit report from the three major reporting agencies – Transunion, Equifax, Experian.
  • Credit report analysis.

  • Assistance with collection items, incorrect reporting, debt settlement and repayment.

  • Recommendation on steps to rebuild credit.

  • Available products upon approval such as credit builder loans and secured Visa credit card.

Tools

  • Obtaining Credit Report
  • Credit Builder Loan
  • Savings Secured VISA Credit Card

Financial Management Program

This unique program provides a concierge type banking service that gives you a dedicated account manager. Together you will develop a personalized spending plan and manage your monthly bills and expenses.

Program Details

  • SMFCU Membership required
  • Customized Program Management
  • Bill Payments
  • Research / Investigation
  • Tiered Monthly Service Fees
  • Spending Report
  • Additional Services Available

Tools

  • Line of Credit
  • VISA Credit Card
  • Bill Pay Checking Management

Call Alyssa to get started today, and improve the quality of your life!

contact Alyssa Walford

Questions?

Contact Alyssa Walford at:
   FES@southmet.com
   952-445-0888

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Routing #: 091981646  |  NMLS ID # 1059389

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