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Money 360
Money 360

Financial Health Can Be Life-Changing

We're passionate about your financial health. With Money 360, you'll have the tools and services to assist you at every step of your financial journey.
 
Financial well-being can be a driving factor of success in your life. We offer financial coaching, brokerage services, youth rewards program, financial health workshops, and school sponsorships. These programs and resources are aimed at helping educate the next generation of our communities on the importance of financial health.
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Services for your financial journey

  • Brokerage Services

    • Access to retirement planning, college funding, estate planning, and more
    • Receive a complimentary portfolio review by one of our financial consultants
    • Ongoing guidance for short and long-term goals
    View Brokerage Services Details

  • Financial Coaching

    • Learn the importance of and how to build a budget
    • Get the low-down on the best ways to eliminate debt
    • Our financial coaches can assist you with personal financial planning
    View Financial Coaching Details

  • Youth Program

    • Financial health educational tools and tips
    • Rewards and prizes for kids of all ages (birth-17)
    • Invitations to special, exclusive events throughout the year
    View Youth Program Details

  • Community Workshop Program

    • Free service for individuals, companies, and other groups in our community
    • An engaging way to get hands-on and learn more about financial health​​​​​​​
    • Virtual and in-person options available
    View Community Workshop Program Details

  • School Sponsorship Program

    • Free financial health resources for our local school systems
    • Lessons given by CFSB's very own team members
    • Engaging online curriculum for middle and high school students
    View School Sponsorship Program Details
Our Financial Coaches are available

Get a 1 hour session for free!

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