Person on computer

Helpful Resources

Your financial well-being is our #1 priority. That's why we provide the tools to empower you to take control of your finances. If you need extra assistance, we also have certified financial coaches that can help you every step of the way.


Having trouble crunching the numbers? We make it easy for you with our online calculators.


Financial Coaches

At Ascentra, we have financial coaches that are here to help you. All of our coaches have earned the Certified Credit Union Financial Counselor (CCUFC) certification and have gone through the Financial Counseling Certification Program (FiCEP). No matter how big or small your financial pains might be, we can help in areas such as:

  • Creating a spending plan
  • Bill management
  • Saving for the future
  • And more

Take advantage of this member benefit and improve your financial well-being. This is just another way we're listening, caring, doing what's right. 

Get Started


Whether you're budgeting for college or balancing your checkbook, we have a worksheet that will help.

  • College Costs Planning
    Planning for college is more than just buying ramen noodles and dorm room furniture. You need to be thinking about the cost of books, room and board, tuition, etc. Luckily, we put together a worksheet that helps you map out all your expenses, so you aren't surprised at the end of the year.

    College Costs Planning Worksheet
  • Car Buying Budget
    Buying a car is exciting! This makes it easy to go over budget and end up with a car payment you can barely afford. Don't let the nice new interior and fancy gadgets get the best of you and know what you can afford before making a deal.

    Car Buying Budget
  • Budgeting Made Easy
    With the chaos of everyday life, it's easy to lose track of payments or not be prepared when an unexpected bill pops up. However, a great way to hold yourself accountable is by making yourself a budget and sticking to it. This will help you ensure that you're on time with your payments and are ready for any extra bills that come your way.

    Budgeting Made Easy
  • Balancing Your Checkbook
    Sometimes balancing your checkbook can get messy. That's why we've created a spreadsheet that makes it easy to follow and helps keep you organized.

    Balancing Your Checkbook

GreenPath Financial Wellness

No matter who we are or what we make, we can easily fall into the money pit and it can seem overwhelming trying to get out. 

As a member of Ascentra you can receive assistance with:


  • Personal and family budgeting
  • Understanding your personal credit report and how to improve your score
  • Personal money management
  • Debt repayment
  • Avoiding bankruptcy, foreclosure, and repossession
  • Student loan counseling (pre-college and post-college)


Get started with GreenPath

Spanish speaking counselors are available. Counseling in over 150 languages.

GreenPath counselors are available: 
Mon. – Thurs. 7 a.m. to 9 p.m.
Fri. 7 a.m. to 6 p.m. 
Sat. 7 a.m. to 4 p.m. 

To use this service, call 1-877-337-3399 or visit them on the web at