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Empower Your Financial Savvy

Through our free workshops members learn practical tips on how to reach goals and improve their personal finances.

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One-on-One Financial Counseling

Life happens. Whether you've found yourself struggling with debt, wanting to improve your credit score, or just looking for a financial refresher, we're here for you. Regardless of your financial position, our one-on-one financial counseling program is free, flexible, and confidential. We offer two convenient no-cost options:

  1. Take control of your financial well-being with our comprehensive check-up. Our trained staff will assess your current financial situation, offering personalized recommendations tailored to your goals. Our program encompasses credit score analysis, first-time auto or home purchase, credit builder, wealth building, wealth protection, and more. Gain the insights you need to enhance your financial health. Call or text us at 336-662-6200 to schedule your consultation today.
  2. Introducing Lea, your Virtual Financial Coach. Coach Lea is designed to support you through different life stages by asking a series of questions and using that information to give guidance and a tailored action plan. Virtual Coaching is 100% secure and available 24/7. For more details, visit SummitCU.org/plan/financial-coach.

Get Help, Anytime

Get help, anytime, 24/7, including right now, from your virtual financial coach.

Hi! I'm Lea. I'm here to provide helpful financial advice.

Logo for Greenpath Financial Wellness

GreenPath Financial Wellness has been a trusted national nonprofit since 1961 and is one of our newest partners. Register to use GreenPath's virtual financial coach. This is an online, mobile, virtual coaching experience using cutting edge AI technology to deliver GreenPath’s proven advice.

  • Personalized using conversational AI to develop individual action plans that meet your unique needs and goals.
  • Leverages GreenPath’s 60 years of experience in successfully counseling millions of Americans.
  • Combines easy to understand educational insights with manageable habit-changing action plans.
  • Provides caring, clear and concise, judgment and jargon-free feedback, with easy to take actionable steps and options to improve your financial health.
  • Provides ongoing behavioral nudges to encourage and celebrate your progress.