SAN DIEGO—CoastHills Credit Union said it has partnered with San Diego-based financial education company iGrad to offer the Enrich financial wellness platform to its 72,000 members.
CoastHills Credit Union’s Enrich personalized financial wellness program features the Your Money Personality, financial behavior assessment, which analyzes each user’s financial “personality.”
The credit union said the platform also provides:
* Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning and more
* Retirement and home affordability analyzers
* A suite of student loan and higher education tools
* Personal finance calculators and a real-time budget tool
“High quality personal finance education has the ability to address many economic and social concerns which impact our community,” CoastHills said. “CoastHills has chosen to partner with Enrich to offer their broad range of easy-to-use financial education tools, which will help improve the financial well-being of our members and our entire community on the Central Coast of California.”