Certified Financial Coaching

The moment you become a member at BMI Federal Credit Union, you have access to our award winning Financial Education Program, including Certified Financial Coaching*. Financial Coaching is free for our members and customized to meet your financial needs and goals.

Have a quick question?

Email a Certified Financial Coach

Schedule Meeting with a Coach

Please note that in cooperation with the recommendations from our federal and state public officials regarding COVID-19, all Financial Coaching sessions will be taking place by phone for the time being. 

Before scheduling your session, please view and complete our Financial Education Coaching Agreement 

* Required

You may also contact us at 614.707.4000, or stop by an of our five branches in Dublin, Westerville, or Columbus.

Back to Financial Education

*Coaches are located at every branch, and their services are offered FREE of charge to all members. Our coaches are certified through certified through the Credit Union National Association (CUNA), and are required to be re-certified every three years