Your Guide to Financial Wellness
No matter where you are on your financial journey, White Rose Compass provides the tools, guidance, and support to help you move forward with confidence.
Compass is White Rose Credit Union’s comprehensive financial wellness program, combining personalized support from our Certified Credit Union Financial Counselors (CCUFCs) with trusted resources and counseling services from GreenPath Financial Wellness.
Whether you’re trying to build savings, improve your credit, reduce debt, prepare for homeownership, or strengthen your overall financial health, Compass helps you create a path forward.
What You’ll Gain:
- One-on-one guidance from White Rose Credit Union Financial Counselors
- Financial wellness assessments and goal setting
- Budgeting and money management support
- Credit education and improvement strategies
- Debt reduction planning
- Homeownership and financial planning resources
- Financial wellness workshops and educational opportunities
- GreenPath Financial Wellness counseling and resources
- Save to Win® savings opportunities
Meet with a Financial Counselor
Every financial journey starts with understanding where you are today.
Through a complimentary Financial Wellness Consultation, you’ll meet with one of our Certified Credit Union Financial Counselors to discuss your financial goals, challenges, and opportunities.
Whether you’re looking to build savings, manage debt, improve credit, prepare for a major purchase, or create healthier financial habits, we’re here to help.
What You’ll Gain:
- Building a budget
- Paying down debt
- Improving credit
- Saving for a home
- Planning for retirement
GreenPath Financial Wellness
As part of Compass, White Rose Credit Union members have complimentary access to GreenPath Financial Wellness, a trusted national nonprofit organization dedicated to helping individuals build healthier financial futures.
GreenPath offers:
- Professional financial counseling
- Debt management services
- Housing counseling
- Student loan guidance
- Credit education
- Financial wellness tools and calculators
- Online courses, webinars, and articles
By combining local support from White Rose Credit Union with GreenPath’s extensive financial wellness resources, Compass provides members with a complete financial wellness experience.
Wherever You're Headed, Compass Helps You Get There
Whether you’re taking your first step toward financial wellness or working toward a major life milestone, Compass provides the guidance, education, and support to help you make informed financial decisions with confidence.
Members use Compass to:
- Build emergency savings
- Improve credit scores
- Reduce debt
- Prepare for homeownership
- Strengthen budgeting habits
- Plan for future financial goals
- Develop long-term financial confidence
Financial wellness is not about perfection. It’s about making progress. Compass helps you stay on course with the tools, resources, and support needed to move forward.
Ready to Take the Next Step?
Your Goals. Your Journey. Your Compass.
No matter where you are on your financial journey, White Rose Compass is here to help.
Compass combines personalized guidance from our Certified Credit Union Financial Counselors with trusted resources from GreenPath Financial Wellness to help you build confidence and achieve your financial goals.
We’re Here to Help With:
- Budgeting and money management
- Building savings habits
- Improving credit
- Reducing debt
- Planning for major life goals
- Financial wellness education and resources
- Access to GreenPath Financial Wellness services
Take the first step toward a stronger financial future today.
Understand Your Financial Starting Point
Every Compass journey begins with a Financial Wellness Check-In. Meet one-on-one with a White Rose Financial Counselor to discuss:
- Your financial goals
- Current challenges
- Income and spending habits
- Savings strategies
- Debt management
- Credit concerns
- Homeownership goals
- Retirement aspirations
What You’ll Receive:
A personalized Financial Wellness Snapshot that identifies opportunities for growth and improvement.
Create Your Personalized Financial Roadmap
After your assessment, we’ll work together to develop a realistic action plan designed around your goals and circumstances. Your roadmap may focus on:
- Creating a budget
- Reducing debt
- Building emergency savings
- Improving your credit score
- Preparing for a mortgage
- Managing financial stress
- Planning for retirement
What You’ll Receive:
Clear, achievable next steps to help you move confidently toward your goals.
Learn the Skills That Build Financial Confidence
Financial wellness starts with knowledge. Compass provides ongoing opportunities to strengthen your financial skills and make informed decisions.
White Rose Financial Education Topics
- Budgeting and Money Management
- Credit Building
- Identity Theft & Fraud Prevention
- Saving Strategies
- Homeownership Education
- Debt Reduction
- Retirement Planning
GreenPath Financial Wellness Resources
- Professional Financial Counseling
- Debt Management Services
- Housing Counseling
- Credit Education
- Student Loan Resources
- Online Courses and Financial Tools
What You’ll Gain:
Practical strategies and tools you can start using right away.
Learn more about GreenPath
Reach Meaningful Financial Milestones
Whether you’re saving for the future or overcoming financial challenges, Compass provides support every step of the way. Members commonly use Compass to:
- Establish a sustainable budget
- Pay down debt
- Improve their credit score
- Build emergency savings
- Purchase a first home
- Navigate major life changes
- Prepare for retirement
Our financial counselors provide accountability, encouragement, and ongoing support throughout your journey.
What You’ll Experience:
Measurable progress and greater confidence in managing your finances.
Build Long-Term Financial Wellbeing
Financial wellness is not a one-time event. Compass is designed to support you throughout every stage of life. Stay connected through:
- Annual Financial Wellness Reviews
- Educational Workshops
- Community Events
- Specialized Counseling Services
- Life Stage Financial Planning
What You’ll Achieve:
Lasting financial confidence and a trusted financial partner for years to come.
