Financial Well-Being
Our Financial Well-Being coaches are dedicated to providing you with the resources you need to be successful along your money journey.
Our Team
Sean Hirro
Financial Well-Being Specialist
Colorado
Ashley Manning
AVP Financial Well Being
Kansas
Contact Us
We’re here to help.
Whether you’d like to schedule a confidential, one-on-one financial coaching appointment or request a workshop for your group, we’ve got you covered. We can help you plan, strategize and gain confidence in your finances.
We Can Help
Track Your Finances
Use this net-worth statement spreadsheet to get a snapshot of your financial picture
Set up your budget at home
Use Meritrust’s Personal Budget Analysis to track your expenses and plan for the future. Download the Excel form using the below link. Fill in the green spaces with monthly expenses and income sources. The gray spaces auto-fill to provide you with totals for a look at your expenses in relation to income.
Your financial partner in all stages of life
You’ve worked hard to invest for your future. Visit with a LPL* Financial Advisor to discuss your situation and plan for your next steps.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Meritrust Credit Union and Meritrust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Meritrust Wealth Management, and may also be employees of Meritrust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Meritrust Credit Union or Meritrust Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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