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Financial Counseling

Feeling overwhelmed by your finances?

Ask to speak with one of our Certified Financial Counselors.

We provide one-on-one counseling that helps you reach your financial goals. Let us help you:

  • Develop a budget and savings plan
  • Review your credit report
  • Set financial goals

Make an appointment today!

Call: 804-452-0736 ext. 114
Email: financial.counseling@fortleecu.org

Please note: Email is not a secure communication; DO NOT include confidential information such as social security number, account numbers, etc.

You may need these items for your first consultation:

  • Last 3 months of bank statements
  • Proof of all sources of income in the household
  • Mortgage Statement (association fees, property taxes and home insurance) or Rental Agreement
  • Utility Statements
  • Loan Statements
  • Credit Card Statements
  • Other debts or bills
  • Copy of your credit report from www.annualcreditreport.com

couple speaking with financial counselor

Learn more about budgeting.

Visit our Budgeting & Credit section for tips, videos, articles, online programs and more.