FORUM Launches SafisLife Financial Coaching & Digital Investing

FORUM Credit Union now has financial coaching and small dollar digital investing through its subscription-based service called SafisLife.

With SafisLife, members receive guidance on all aspects of their financial wellness including budgeting, credit score improvement, asset allocation, lifestyle planning, debt management, and more. A financial coach works with the member using tools available from Enrich Financial Literacy to outline goals and create a wellness plan. This service is ideal for individuals in their 20s and 30s, but is available to members of any age. Members can automatically enroll in the SafisLife program and be partnered with a Financial Coach by opening a Prime Reserve Savings Account. This can be opened online and pays a market leading dividend rate on up to $25,000. The monthly subscription to participate in SafisLife is $9.00.

FORUM’s SafisLife Financial Coaches are Andrew Snow and Louie Wendall. Snow has worked at FORUM since 2022 and Wendall started at FORUM in 2023. Both hold a Series 65 Certification.

“FORUM is dedicated to helping members learn strong financial habits, and through our SafisLife financial coaches we are able to provide guidance on all aspects of a member’s financial life, as well as help them begin sound online investing through our partnership with Betterment,” said Doug True, FORUM CEO.

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FORUM Credit Union’s mission, Helping Members Live Their Financial Dreams, is reflected as FORUM endeavors to help members achieve their goals in all aspects of their financial lives. FORUM serves families and businesses in the state of Indiana with convenient branch locations and online access from anywhere. A full suite of financial services is offered including home mortgages, auto loans, personal checking, credit cards, business checking, commercial lending, insurance services, health savings accounts, and investment planning. For more information about FORUM Credit Union, please visit forumcu.com.

Media Contact:
Kristi Lowell
Kristi.Lowell@forumcu.com
317.558.6252