Build Holiday Joy (Without Building Holiday Debt)

Accomplish your holiday to-do list with the help of certified financial coaches.

If your current finances put you at higher risk for debt, or if you have already fallen victim to debt, making sure you spend smart is key to maintaining and improving your financial health - even when faced with exciting holiday festivities. That’s why we created our Holiday Budgeting Workshop. Join our one-hour workshop and gain the tools to make the season brighter, without sacrificing your wallet.

This is your chance to receive hands-on feedback from our certified W.I.S.E. Financial Coaches, outside of their regular appointments. Stop by for a bit, and leave with the tools to build holiday joy, without building holiday debt.

 
 
 

Schedule a one-on-one with one of our W.I.S.E. Financial Coaches for a personalized budgeting experience.

 
 
 
 
 
 

Budgets aren’t a “one-size” fits all resource

If you’re unsure this Workshop is the right fit for your budgeting needs, know that our team is trained to help you understand and build a personalized plan for a variety of financial problems.

Receive a Variety of Free Budeting Tools at the Workshop

  • Monthly or Bi-Weekly Budget Plan
  • Income and Benefits Tracker
  • Spending Tracker
  • Bill Calendar
  • Debt Repayment Planner
 
 
 

Chaffey FCU Certified Financial Coaches

While not required for this session, bringing or knowing your financial situation can help you make a more informed financial decisions.

If you prefer to leave this information at home, you can build a template at our workshop, and update it with your real finances after.

  • All sources of income

  • Any monthly, quarterly, or annual bills

  • Any subscription services

  • Receipts or estimates of regular shopping for anyone in your household. Think groceries or home supplies.

  • What are your financial goals? What would you like to save for during the holidays (or any time of year).