Ask the Expert: Get to Know your Financial Advisor

By Janet Mendez

Janet Mendez is Assistant Manager of Trust & Investment Services at SchoolsFirst FCU.  She has more than a decade of experience in the financial services industry. She joined the SchoolsFirst team in 2009.  Her previous positions were Senior Retirement Advisor and Financial Advisor. Janet believes it’s important to guide Members through every step of their financial planning goals.

There are many reasons people don’t get professional financial advice — they may worry about the cost, or feel like they don’t have enough money to warrant formal planning.

Whatever your reasons may be, 2019 may be a great time to schedule a one-on-one with a SchoolsFirst FCU financial advisor. This guidance is a benefit of your Membership to help you make good financial decisions and plan for a secure future. Here are some things you should know to help you get started. Continue reading

Creating a Financial Plan

Build Your Money Roadmap

Like many people, you may be juggling multiple priorities. For instance, do you pay off all your credit card debt before saving or investing? Or, should you funnel more dollars into your retirement fund? And what about purchasing big-ticket items like a house or car? The truth is—the answers to these questions depend on your individual circumstances, your dreams and goals.

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