Financial Wellness Center
Improve your financial wellness with our free financial education and counseling resources.
Why Learn With SCCCU?
- We have a variety of free educational resources to help you improve your financial health, including articles, videos, webinars, in-person workshops, and calculators.
- Our financial literacy information is available in both English and Spanish to help you learn in a way that’s most comfortable for you.
- We provide free financial counseling through a trusted partner to give you the tools you need for financial success.
Get 24/7 access to a robust library of tools, tutorials, and everyday advice for all of life’s milestones.
Using Balance, you can:
- Access hundreds of articles that discuss different topics of interest.
- Create a monthly spending plan and compare it with your actual spending.
- Measure your financial health over time.
- Set financial goals, budget, and track your progress.
- Calculate the cost of financing a car, borrowing for higher education, buying a home, saving for college, or paying off credit card debt.
- And so much more!
How Do You Get Started?
- For first-time users, please create an account by clicking the button below.
- After you set up your account, you can use this free financial wellness tool 24/7.
- It’s free to use and learn!
Free Financial Wellness Program for Our Community
Created by Santa Cruz Community Credit Union and recognized nationally for its innovative approach to financial education, Passport to Financial Freedom has helped hundreds of local residents gain the skills and confidence needed to take control of their financial futures.
The award-winning program combines engaging instruction with practical, real-world lessons on budgeting, banking, saving, credit, debt management, and financial goal setting. Participants earn stamps in their Passport as they complete courses and build valuable life skills along the way.
Today, the program continues to support schools, community organizations, and local groups by providing financial education that helps people make informed decisions and achieve long-term financial success.
If you’re interested in bringing this free program to your organization or clients, email us at learning@scccu.org.
How-To Videos
How-To Videos
- How to Set Up Your Digital Wallet with Apple Pay®
English | Spanish - How to Set Up Your Digital Wallet with Google Pay®
English | Spanish - How to Use Mobile Check Deposit
English | Spanish - How to Enroll for eStatements
English | Spanish - How to Use Photo Pay
English | Spanish - How to Use Express Pay
English - How to Use the Share Insurance Estimator (NCUA)
English - How to Find a Free ATM on the SCCCU Mobile App
English | Spanish
FAQ Videos
Learn about the most frequently asked topics we receive at the Credit Union. If you don’t see a topic you’d like to learn more about, please email us.
Our Asset Safety Plan & Worksheet is a simple guide to help you safeguard your savings accounts, vehicles, and homes, understand your options, and stay financially prepared—no matter what life brings. We’ve also included a worksheet to help you organize your most critical information in one place, including a Child Safety Plan to follow.
To complete the worksheet that aligns with the plan, simply click below. You’ve worked hard to build a foundation, and we’re here to help you protect it. Our team is ready to support you with friendly guidance, trusted tools, and answers to your questions. Call 831-425-7708 or visit any of our branches for further assistance.
Free Financial Webinars & Workshops.
Grow your financial knowledge at your convenience with free money management webinars created to help you master your personal finances.
Schedule to attend an upcoming local financial workshop either virtually or in person.
Schedule to attend an upcoming local financial workshop either virtually or in person.
View our upcoming online financial webinars.
View our upcoming online financial webinars.
Watch a recorded webinar if you can’t attend at the date and time shown.
Watch a recorded webinar if you can’t attend at the date and time shown.
Financial Counseling
We’ve partnered with Balance to offer free, trusted financial counseling services to help you build a brighter financial future. Call 888-456-2227 to set up your FREE financial counseling appointment today.
- Personal Finance Basics
- Debt and Budget Counseling
- Credit Report Review
- Homeownership Counseling
- Student Loan Counseling
- Rental Counseling
