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Effective immediately, our Lancaster office will be closed on Saturdays until further notice. Our Monday-Friday hours will remain the same.

Financial Coach

 

You schedule check-ups with your doctor and car mechanic, why not take a look at whether you’re making progress in your efforts to be financially fit. A Heartland financial coach can meet with you when convenient and help determine where you are, where you want to be, and how to get there.

Bradley manages our Willy Street office and is also one of many Heartland certified financial coaches.  He has a passion for helping our member/owners no matter what their needs.

What you can expect from your Financial Check-Up:

  • Credit Report Exam*
  • Debt Inspection
  • Checking Account Review
  • Savings Study

During the Financial Check-Up, our coaches get to know you and your unique situation before making any recommendations. After your appointment, we’ll complete an analysis and then follow up with specific recommendations.

Call, click or stop by any Heartland location for more information or to make an appointment.

*We will ask you to pull your own credit report from an independent source, then a Heartland Coach will review it with you.


Heartland's Certified Credit Union Financial Coaches

NameOffice
Doug RichardDeForest
Bradley Tabor Madison
LeAnn JenkinsDodgeville
Tammy Rickard CullenDodgeville
Sara CapesiusPlatteville
Danielle LynchPlatteville
Meagan FlemingPlatteville
Deb ShineePlatteville
Kathy FerwerdaMadison
Danny MijalVerona
Latasha BatiestVerona
Molly NottestadDodgeville
Kelly HankeLancaster
 

Are you ready to change?

Join Heartland and grow with us.

Join Now
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