I finally started to take advantage of one of the benefits of our credit union: Free financial advising. I am very impressed by how much support we are getting right off of the bat!
I expected a quick, 15-minute conversation that would point us in the right direction and leave us to do the footwork. Instead, they are really taking a look with us at our budget (I had to fill out a long workbook with all the gory details) and then having us track our spending for the next month to make sure these numbers seem accurate - and they provided me with a handy Excel spreadsheet, which saves me the effort of having to make my own. The conversation is mostly over email, which is very convenient for everyone.
This is a big help for me, since it brings out my desire to "show off" in a good way - I want these people to be impressed by how quickly we get out of debt! It's not really all that different from setting up a financial partnership with friends to share finances and keep each other on track, but this way I know we're not inconveniencing anyone. This is these fellows' jobs!
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