Join Michele Enriquez and Luis Jara in this episode of Small Talks for Big Change as they dive into the world of financial wellness and the importance of education and support. With a combined industry experience of almost 40 years, Michele and Luis share their passion for helping communities with their financial journeys.   They start by discussing the steps Patelco took to better understand members' needs. From conducting a financial health assessment to entering a financial health challenge, Patelco gathered valuable insights and developed the 'roadmap to financial freedom'.   Luis discusses Patelco's CFS (Certified Financial Specialist) coaching program, a unique approach to supporting members in managing their finances effectively. Certified Financial Specialists serve as personal financial accountability partners, guiding members through various financial challenges. They provide ongoing support and tailor the coaching experience to each individual's needs.   The best part? The CFS Coaching Program is completely free for Patelco Credit Union members. Listeners are encouraged to take advantage of this invaluable resource by visiting patelco.org/financialjourney or speaking to any Patelco team member to request financial guidance from a Certified Financial Specialist.

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