This story is about a single male member who had taken a month off work due to switching jobs and came in looking for help properly budgeting his finances. During our meeting, we reviewed his pay dates, monthly bills, and discussed how adjusting the timing of some expenses could improve his overall monthly outlook. The […]

A father in his late 50s was struggling to secure a home loan due to the financial challenges of a divorce after 20 years of marriage. He was referred to me by a partner to help finance a vehicle he received as part of the divorce settlement. The situation was especially difficult because the car […]

A married couple came to us seeking a mortgage to purchase a family home. One member’s grandmother was moving into assisted living, and they were determined to keep the home in the family. They had been actively participating in our BOSS program to prepare for budgeting a mortgage payment and understanding the full costs of […]

A member was experiencing significant difficulty making ends meet and wanted help consolidating her debt, paying off higher-interest loans, and getting slightly ahead financially. She was the first member I worked with in our Resource Center, which was created to support our community with financial literacy, debt consolidation guidance, assistance with loan and job applications, […]

A husband and wife had been members since 2003. The husband was diagnosed with Alzheimer’s disease in February 2024. They had a VISA loan with us, and during her husband’s illness, the wife relied on the VISA to cover daily living expenses. As a result, she stopped making payments on the account. We later received […]

At 86 years old, a grandmother and mother faced one of the most difficult challenges of her life after becoming the victim of elder fraud. After a long career in the banking industry, she was extremely upset with herself for unknowingly sharing her personal information with a scammer posing as a financial institution employee. The […]