Financial Fitness & Coaching

There's no better time than the present to make a move in the right direction. At California Coast, your best interest is our priority. This service is free of charge to our members and completely confidential. 

Select a Topic and Schedule an Appointment

As a valued member, we want to help you achieve financial prosperity. Whether you need assistance in reducing or consolidating debt, improving your credit score, or would like to learn how to budget better, our Certified Financial Fitness Coaches have successfully helped thousands of members improve their financial fitness and reach their goals.

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Credit Review

Improve your credit score

Learn how the FICO score is impacted and get personalized suggestions to increase your credit score. This is a one-time one-hour service with follow-ups as needed.

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Financial Fitness

Create a budget that works

We can help you create a plan to control cash flow, manage credit, increase savings, and promote overall financial health.  

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Debt Assessment

Get tips and tools to pay it off

We offer helpful suggestions and concrete solutions that help you pay off your debt.

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Home Purchase

Review your credit and cash flow

We work with you to review your credit, examine your cash flow, and assess your debt ratios to help you feel more prepared to purchase a home.

Meet Our Financial Coaches

Financial Coach

Taralyn Rose, Certified Financial Coach

Taralyn has over 25 years of credit union and banking experience in areas including financial counseling, lending and branch operations. In August 2009, she was hired as this program's first Financial Coach and received her certification that same year. She has been helping our members with everything from putting together personalized budgets, saving for the future, consolidating and getting out of debt, improving credit scores and ultimately achieving financial goals. Taralyn has drastically improved the lives of so many members and is a true testament to the Cal Coast mission of helping those in our communities achieve financial prosperity. Taralyn also speaks at some of our monthly Cal Coast financial workshops/webinars.

Contact:

858-636-3056

trose@calcoastcu.org 

Financial Coach

Denisse Reyes, Financial Coach

Denisse Reyes joined California Coast Credit Union in February 2022. With a rich background in learning and development and retail banking dating back to 2001, she brings deep experience and a genuine passion for helping others to her role. Throughout her career, Denisse has found that providing financial education is the most rewarding part of her work. Her dedication to teaching and supporting others aligns beautifully with the credit union’s culture and its commitment to empowering members. Denisse enjoys connecting with members, listening to their goals, and partnering with them to create practical strategies that support their financial confidence and long-term success.

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Contact: 

858-495-1630

dreyes@calcoastcu.org

Contact Us

Have questions? Want more information? We’re more than happy to get in touch.

We look forward to hearing from you!

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