Financial Coaching

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Financial Coaching with YOU at Heart!


Welcome to Making Cents Financial Coaching! 

At Ascentra we believe that financial wellness is the foundation for a brighter future. Our Making Cents Financial Coaching program is designed to empower members like you with the knowledge, tools and support needed to take control of your finances, reduce stress and achieve your goals, no matter where you're starting from.

No matter what your money goals are, whether it’s making a budget, paying off debt, building credit or saving up for something big, we are here for you. Our friendly financial coaches will work with you one-on-one to create a plan that fits your life. It’s personal, private, and all about helping you feel more in control of your finances.

This program is free for all members and includes access to budgeting tools, credit score reviews, goal-setting assistance and practical strategies to improve your financial health. We’re not here to judge, we’re here to support you every step of the way with compassionate, knowledgeable guidance.

Take the first step and schedule a meeting with one of our financial coaches today! 

 

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Schedule an Appointment


Bettendorf Locations

Davenport Locations

Other Locations

 

 

Our certified financial coaches are experienced professionals committed to helping you take control of your finances with confidence. Whether you are a credit union member or non-member, they offer personalized, judgment-free guidance on:

 

  • Budgeting
  • Bill management
  • Debt reduction
  • Credit building
  • Long-term financial planning
  • And more!

Each Ascentra Financial Coach has completed customized training by internationally recognized financial literacy expert and best-selling author, Adam Carroll. Adam assisted Ascentra in designing a specialized program that focuses on listening, assessing, and applying unique solutions for everyone who meets with a coach. We have coaches available at each branch location, ready to help you take the next step in your financial journey.



What to Expect

Our program is designed to pump up your understanding of your financial past, present and future. You’ve taken the first step by setting an appointment with one of Ascentra’s financial coaches.

 

*If you don’t have these documents readily available, don’t sweat it. Although they are helpful, we can still work through the process without them.

As a warm up, we recommend the following:

 

  • Be thinking about your relationship with money, what’s your earliest money memory and what does money mean to you?
  • If available*, please bring the following with you:
    • Bank and credit card statements from other financials
    • A list of reoccurring expenses and income(s)

*If you don’t have these documents readily available, don’t sweat it. Although they are helpful, we can still work through the process without them.

 

The warm up is done, so now it is time to start Making Cents of your financial goals.

 

Discover your Habitudes!

Our financial coaches love using an engaging, card-based activity designed to help you uncover your attitudes, behaviors and emotional connections to money, what we call your "Habitudes".  This game promotes self-awareness around financial habits in a nonjudgmental and interactive way. It’s commonly used in financial education, counseling and coaching to spark meaningful conversations about spending, saving and money-related decisions, making it a powerful tool to help you and your coach determine the next best steps in your financial journey. Schedule and appointment today and learn more about your finances!


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