Financial Counseling

Have you accumulated an overwhelming amount of debt? Have you recently experienced financial hardship? Struggling to manage your expenses or debt, or credit needs? Are you just starting out and want to make sure you are on a well financial path?

If you answered yes to any of these questions, we are here to help!

PWC Employees Credit Union has a certified Credit Union Financial Counselor to help guide you through uncertain times with managing your credit or financial needs. Our counselor is trained to help you in a non-judgmental manner while encouraging you to make the changes needed to get back on track with your financial goals.

Most appointments with our counselors are scheduled for an hour.

Session Topics

Gain guidance at various life stages.
Improve or maintain your credit score.
Manage your current debt obligations.
Set and achieve financial goals.
Develop a customized household spending plan.

For more Information, Please Contact: Nidhi McCaslin at 703-680-1143

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Financial advice tailored to you

Growing your wealth requires a carefully crafted financial plan that’s tailored to you and your goals. Whitlock Wealth, a preferred financial planning alliance of PWC Employee Credit Union, have the resources and tools to provide you personalized advice based on factors such as your unique goals, investment time horizon and risk tolerance. Ready to see how financial planning could benefit you? Schedule a complimentary initial consultation today.

Schedule a consultation

What kind of advice will I get from a financial advisor?

It varies by individual. Some people are looking for big-picture advice involving all aspects of their financial life. Others may only need advice in a specific area of their finances or goals.

Comprehensive advice may include:

Cash flow and budgets
Education savings
Major purchase goals
Retirement savings
Insurance protection needs
Estate and multigenerational planning strategies
Small business planning strategies
Tax strategies

About Whitlock Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge, and an elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.