Financial Education
For Your Financial Well-Being
Our Financial Well-Being coaches are dedicated to providing you with the resources you need to be successful along your money journey.
Our Team
Jeri Hintz, CCUFC
Financial Well-Being Specialist
Wichita
Rafael Mancera, CCUFC
Bi-Lingual Financial Well-Being Specialist
Wichita
Contact Us
Schedule a confidential,
one-on-one financial coaching appointment.
Struggling to develop a budget or set up savings goals? Whatever you're trying to navigate financially, we're here to help. We can help you plan, strategize and gain confidence in your finances.
316.252.8090[email protected]
REQUEST AN APPOINTMENT
We can help
Track Your Finances
Use this net-worth statement spreadsheet to get a snapshot of your financial picture.
Set up your budget at home
Use Meritrust's Personal Budget Analysis to track your expenses and plan for the future. Download the Excel form using the below link. Fill in the green spaces with monthly expenses and income sources. The gray spaces auto-fill to provide you with totals for a look at your expenses in relation to income.
Your financial partner in all stages of life
You've worked hard to invest for your future. Visit with a Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P.*, to discuss your situation and plan for your next steps.
Newstalk
Resources
Financial Education at Your Fingertips
Our purpose at Meritrust is to create financially healthy members and employees. We have partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education resources. BALANCE has a library of resources such as blogs, articles, classes, calculators and webinars to help you save, spend, borrow and plan your finances with confidence.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Meritrust Credit Union and Meritrust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Meritrust Wealth Management, and may also be employees of Meritrust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Meritrust Credit Union or Meritrust Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
