Financial Coaching
Personalized guidance to help you live your financial dreams
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SafisLife is FORUM's subscription based financial coaching service.
This subscription membership includes regular check-ins, online tools and guides, plus access to our online guided investments through SafisLife powered by Betterment.
The $5 per month subscription cost (cancel anytime) will be withdrawn from your Prime Reserve Savings Account each month. Plus, you can save up to $25,000 in this account that earns a top dividend rate! You can choose to utilize only our guided investments tool and the subscription fee is not applicable.
Get Started Today
Option 2
Sign up for our online guided investments through SafisLIfe powered by Betterment.
Option 3
Open a Prime Reserve Savings Account and get access to both coaching and online guided investments through SafisLife powered by Betterment.
Access Our Full Library of Financial Resources
Discover your money personality, assess your finances with check lists and guides, learn financial skills, and more with our online financial resources.
Andrew Snow, AFC®
Financial Coach
317-558-6053
"Financial coaching is not just about money. It is about helping people figure out how to find the path, take control, and achieve their financial dreams."
Louie Wendall
Financial Coach
317-558-6269
"Everyone has financial dreams they want to achieve. It's my goal to make a difference and help individuals achieve those dreams, because everyone deserves to be financially happy."
Phone
Main Number
317-558-6299
Toll Free
800-382-5414
Address
Mailing Address
FORUM Credit Union
P.O. Box 50738
Indianapolis, IN 46250
Send Us a Message
Our SafisLife Financial Coaching service gives you personalized guidance to help you build better money habits, reach your goals, and feel more confident about your finances. You'll work with a coach on things like budgeting, saving, and planning for the future.
A financial coach can help you navigate many of life's financial decisions, whether you're just getting started or planning for the future. Common topics include creating a budget, managing debt, building savings, and improving your credit score. Your coach can also help you understand workplace benefits, create a plan to save for a major purchase like your first home, and set realistic financial goals.
Financial coaching is available through a low monthly subscription that you can cancel anytime, making it an easy way to get support without a long-term commitment.
There are three ways to get started. Option 1 is to open a Prime Reserve Savings Account and begin your coaching journey. Option 2 is to sign up for our online guided investments through SafisLife powered by Betterment. Option 3 is a mixture of both, open a Prime Reserve and get access to both coaching and our online guided investments.