Journey to Financial Wellness
Empowering Credit Union Teams to Thrive—Financially and Professionally
Journey to Financial Wellness is a thoughtfully designed resource created by the Cornerstone Foundation’s Financial Wellness Task Force to support credit union employees—and by extension, their members—on the path to financial confidence and capability.
This comprehensive workbook covers essential financial topics, including budgeting, saving, investing, debt management, retirement planning, and goal setting. Whether used internally with staff or shared externally with members, it’s a flexible tool that meets people where they are in their financial journey.
Why It Matters
Financially confident employees are better equipped to serve others. Research shows that when staff feel secure in their own financial lives, they experience less stress, greater engagement, and stronger connections with the members they support. By fostering a culture of financial wellness, credit unions can build more resilient, productive, and loyal teams.
What’s Included
- A full-spectrum workbook covering key financial wellness topics
- Easy-to-implement format for internal training or member outreach
- Peer support from experienced credit union financial educators
Pricing
Cornerstone-affiliated Credit Unions
- Unbranded: Free
- Branded with your credit union’s logo: $750
Credit Unions not affiliated with Cornerstone League
- Unbranded: $2,000
- Branded with your credit union’s logo: +$750
Please allow up to 10 business days for delivery or invoice. Branded versions may take up to 15 business days after payment and receipt of a correct .eps logo file.
Need Help Getting Started?
We’re here to support you. If you’d like guidance on implementing this program in your workplace, we can connect you with a member of the Cornerstone Financial Wellness Task Force – experienced peers who are passionate about financial education and ready to help.
Ready to Begin?
Please read the purchase agreement prior to making your selection. Once a purchase form is submitted, a Foundation representative will contact you to confirm your order, request your organization’s logo (if necessary), and provide an invoice.
Credit unions that are members of Cornerstone League are eligible for a FREE copy.
Questions?
For more information, contact Emily Moreno at 214-334-3397.