Montana’s credit unions have partnered with Momentum onUp so that every step you take toward financial confidence is a step toward living a life well spent. A life where you spend less time worrying about money, and more time enjoying the moments that matter most to you. The goal of this program is to provide the knowledge and skills needed to take control of your financial future, get out of debt, and set and achieve financial goals.
Based on 8 Pillars of personal money management, Momentum onUp is an approach to financial wellness that starts with personal values. It combines training with smart resources though an online account for each staff member to work on their financial education plan using their personal finances and financial goals. As a self-study program the participants has the ability to learn, take action and work on their own finances. Because they work with their personal situation the staff will personalized the program to their needs, values and goals – even upload their own pictures.
This financial education resource is here to help your staff and members on the road to financial greatness. For more information on how to implement this program at your credit union, in your organization, or for your personal use, contact Ally Haegele.
For our member credit unions, we also have webinars for each of the pillars.