Financial Counseling Services
We are here to help you navigate the financial system and reach your financial goals by providing you with resources and tools. We also understand not everyone is the same and may not want to receive help in the same way, so we have various options for you. From 1:1 support, to self-paced learning and resources, we’ll help you find the right fit.
Where should I start?
To help provide the widest range of services, we’ve partnered with the nonprofit group GreenPath. Depending on your finances and goals, you may prefer to connect with us directly here at Express CU, or with GreenPath.
Receive one to one financial counseling with certified financial counselors at Express.
Learn More about what to expect in a session with us.
Complete this intake form* and we’ll follow up to coordinate an appointment. Or you can schedule the appointment through the link below.
Appointments are available in person or virtually.
Cinthya Gomez
Business Development Manager / Financial Counselor
Rayniere Maga
Financial Education Specialist/Financial Counselor
GreenPath can help you receive specialized support for Debt Management Plans, Housing Services,
Student Loan Counseling and more.
Learn more on GreenPath’s website*.
Schedule an appointment with GreenPath directly today.
Not sure? Give us a call at 206-622-1850. We’ll discuss your finances and goals and help guide you from there!
Financial Education Workshops
Upcoming Workshops
Express CU hosts a variety of educational workshops throughout the year. Click an event to register.
Building Your Financial Foundation: Budgeting, Stability & Your First Step Toward Investing
April 28th, 6–7 PM – Facilitated by Express Credit UnionThis is the first class of a three-part series. Register and attend all three classes and you’ll be entered to win one of two $100 Visa Gift Card, announced at the end of the third class.
This class focuses on the essential building blocks of financial wellness. Participants will learn how to create a budget they can stick to, build an emergency fund, and develop positive cash flow—key steps before beginning to invest. We’ll talk about habits and behaviors that support long‑term stability, including automating savings. We will end with an understanding on how prioritizing paying down debts, building your emergency fund, and setting goals is essential before investing. Participants will also be invited to meet with an Express financial counselor for personalized planning.
Investing for Beginners: Simple Concepts, Real Possibilities
Monday, May 18th, 6–7:30 PM (Virtual) – Facilitated by Blake Barr, CFP®Perfect for true beginners, this session breaks down investing into simple, approachable language. We’ll cover basic vocabulary (stocks, bonds, diversification), why investing matters (inflation & compound growth), and how people typically invest at different life stages. Includes a live Q&A.
Understanding Your Investment Options: Plans, Products & How to Get Started
Monday, June 22nd, 6–7:30 PM (Virtual) – Facilitated by Blake Barr, CFP®This class helps participants understand investment product basics and account types that are available. Blake will explain employer‑sponsored plans vs. individual accounts, Roth vs. pre‑tax contributions, and help you understand what investment products like mutual funds and ETFs are. Participants will also learn when and how a financial planner can be helpful, what to look for in a planner, and examples of low‑barrier ways to begin investing. Includes a Q&A and raffle.
Explore past workshops
Don’t worry about missing a thing – scroll through our past topics below.
Fraud Fighters Webinar - facilitated by the FTC
Lucha Contra el Fraude Herramientas para Proteger su Dinero y Identidad
Money When You Need It: Your Guide to Emergency Loans
Self-Guided Education
GreenPath’s LearningLab+ offers a wealth of free educational content, available on demand. Learn at your pace, on your schedule.
