Financial Wellness
We provide the tools and know-how for you to take greater control of your finances.
Make your financial goals a reality
We believe education is the foundation of financial security. That’s why we offer an array of financial tools, workshops, and resources to help you on your financial journey. No matter what phase of life you are in.
Financial Wellness Counseling
Jeanne D’Arc has partnered with GreenPath Financial Wellness to provide our members FREE one-on-one counseling services. Simply call 1-877-337-3399 for a confidential session.
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Financial Counseling
Free one-on-one financial and debt management counseling delivered by certified and caring experts. They’ll work with you to understand your situation and make a plan to meet your goals. Learn More.
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Credit Report Review
Understand your personal credit report and how to improve your score. These are confidential discussions with GreenPath’s experts. Learn More.
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Make Housing Decisions
Take advantage of home buyer preparation assistance and mortgage coaching. GreenPath can help you make informed decisions about your housing choices. Learn More.
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Student Loan Counseling
We explain the different student loan repayment options so you can weigh their pros and cons. You’ll be able to make informed decisions about the best strategies. Learn More.
Classroom & Community Workshops
Educators mold the young minds that shape the future. As your financial education partners, we’re here to assist you with our MoneyStrong educational initiatives. We aim to educate students on the value of personal finance and prepare them for a secure financial future. Please contact us if you would like to schedule a workshop or learn more.
On Site Instruction
We have a variety of age-appropriate financial workshops we bring to your site. These interactive workshops are a fun way to learn about money. Request a workshop for your classroom or organization here.
Save-at-School
Our Save-at-School program introduces students in K-5 to banking and teaches them the necessary habits about saving money. Learn more about this program and how your school can get involved.
Hear from our partners
Hear what Andy Lopez, Program Director- Lowell Youth Leadership Program has to say.
Financial Resources
We’re committed to your peace of mind. Our tools and resources will help reduce your financial stress and take control of your future.
Workshops
From First Time Home Buyer Seminars to budgeting, fraud, and more, we offer classroom, group, and online workshops free to members. See what’s coming up or contact us to schedule a workshop at your location.
Learning Lab+
GreenPath’s Learning Lab+ brings you free researched online courses and tools to enable a better financial understanding. Learn money management basics, build good financial habits, prepare for a large purchase, or reduce financial stress. Get started with Learning Lab+ today.
Savings for Kids
It’s never too early to start your child’s savings journey. The M3 Money Club is a fun way to introduce saving to kids under 13 years of age. If their school has a Save-at-School program, they can make deposits right in the classroom.
Articles & Awareness
The Money Mill Blog is a great resource for researching financial products, account differences, and how to make the best decisions for your situation. It also provides information on the latest scams, as well as how to spot and prevent fraud.
Student Support
We’re committed to helping you start your financial journey on the right foot, and bringing your education within reach.
Scholarship Opportunities
In January each year, we open the application process for college students to apply for our MoneyStrong and Cooperative Credit Union Association Scholarships. We’re committed to helping local students pursue their higher education goals.
Higher Education
Understanding your options to pay for higher education can be overwhelming. We offer educational opportunities, student loan counseling, and student loan options to help pursue your higher education goals.
Worksheets & Guides
Through our partners at GreenPath Financial Wellness, we offer a variety of tools including free financial worksheets and guides to manage your finances.
Our Financial Educators are here to help.
Whether you’re looking for confidential counseling , personal coaching, or an on-site workshop, we’re here to help.
The Financial Wellness Team
Meet the team that reaches hundreds of students and adults each year through our workshops and seminars. In addition, we operate three fully functional high school branches at Lowell High School, Dracut High School, and Nashua High School South.
Students can work as interns in the school branch, learning basic banking and money management skills. They will also gain a financial education foundation while earning course credit. Many students go on to work as tellers in our branches.
Catherine Casey
As Assistant Vice President – Financial Wellness, Catherine is responsible for the Financial Wellness and High School Branch Teams. She has been with the Credit Union since 2010 where she began her career as a teller in the Lowell Branch. Throughout her career at Jeanne D’Arc, Catherine has held numerous positions including her most recent role as Branch Manager of the Dracut Bridge – Street branch. Catherine brings her passion for helping members and cultivating relationships to the Financial Wellness Team with a goal to provide educational resources to members from pre-school through adulthood.
Josh Porter
As Regional Financial Education Officer, Josh oversees the team working in the high school branches and is responsible for the day-to-day operations. The program allows high school students to intern as tellers for hands-on experiences while also being taught a full, in-depth financial literacy curriculum. Josh has worked for the credit union for 13 years and has spent the last 5 years in his current role. Josh is a firm believer in the importance of financial education and is passionate about teaching students the tools they need for strong financial futures.
Heather Pintal
Heather is the Financial Education Manager located at our Dracut High School Branch. She teaches her students the importance of building and maintaining good credit, managing student loans, and avoiding fraud and identity theft. She is a certified educator in personal finance and continuously finds new, creative ways to keep her curriculum engaging and current. Heather has been with the Credit Union for over 20 years and has held numerous roles including her current position since 2005. She truly enjoys helping students make positive financial choices and seeing them build a sturdy financial foundation so they will be prepared for the future.
Elizabeth Chhoeum
Liz recognizes the important role she plays as the Financial Education Manager at our Lowell High School Branch. She coaches juniors and seniors on the importance of money management, saving, and investing, and prepares them for future job interviews. She has been employed at the Credit Union for more than 8 years and prides herself on teaching her students valuable lessons to help them succeed in the future.
Christine Germain
Christine joins our Financial Wellness Team as a Financial Educational Manager at the Nashua High School Branch. She has been with Jeanne D’Arc since 2013, previously working as a teller in the Lakeview Avenue Branch, and is excited to help students make smart financial choices. Her students explore hands-on, real-life situations coupled with independent activities to prepare them for the real world. Her goal is to teach students the necessary skills needed to become financially stable.
Jameson Davis
As a Financial Wellness Specialist, Jameson works to educate individuals inside and outside the classroom. This includes the Save-at-School Program, which gives school-aged children the opportunity to learn the valuable lesson of creating good saving habits at a young age. Jameson has been in the industry for more than seven years and has experience educating members on how to become financially successful. He is dedicated to providing a stronger base of knowledge in financial decisions to students, the community, and professionals alike.
Nixvelisse Andino
Meet Nixvelisse, our dedicated Financial Wellness Specialist who is passionate about providing financial literacy to a diverse range of age groups. Nixvelisse started with the Credit Union in 2021 as a Member Service Representative, where she focused on educating members about our financial products and the benefits of financial planning. She then joined our Financial Wellness Team, where she advocates for and encourages members to prioritize their financial wellness. Nixvelisse firmly believes that when it comes to financial education, sooner is better than later, but later is better than never. She is committed to helping individuals understand the importance of financial wellness and how it can pave the way for a bright future and bring peace of mind.
Maria Betancur
Meet Maria, our Financial Wellness Coordinator who is dedicated to bringing financial literacy to our communities. She joined Jeanne D’Arc Credit Union in 2018, starting as a Member Service Representative at our Lakeview Branch. Over the years, she has held various roles, including her recent position as a Loan Officer Assistant in our Mortgage and Lending Department. With her extensive experience in customer service and lending, Maria is the perfect fit to coordinate our Save-at-School program as well as to work with local schools and community groups in the area to schedule financial wellness classes and workshops. Maria recognizes the difference financial wellness can make in an individual’s life and is excited to assist in helping to provide the resources needed to help them gain financial success.
Kiana Diaz
Kiana is a Financial Education Representative at our Lowell High School Branch. Prior to joining the Financial Wellness team, she was a teller at our Lowell branch. Her goal is to teach students financial concepts that prepare them for life after graduation. In addition, Kiana assists in our Save-at-School Program, which helps school-aged children learn the importance of saving at a young age. She is eager to help students understand the value of proper financial education and become well-rounded young adults.
Celia Otero
Meet Celia, our Financial Wellness Specialist. She’s dedicated to promoting financial education and literacy, making it accessible and engaging for everyone. Through workshops, educational programs, and personalized guidance, she strives to ensure that individuals have the tools they need to navigate the complexities of personal finance. With a background in early education and adult learning, Celia believes that by empowering individuals through education they will learn to develop strong habits, make informed choices, and achieve financial well-being.
Financial Wellness FAQs
GreenPath is a 501c3, non-profit organization that provides free financial counseling and financial education to credit union members and employees. Our mission is to empower people to lead financially healthy lives and GreenPath is a great resource to help us accomplish that.
There is no cost for financial counseling. A counseling session typically takes about an hour, and you can expect to have a conversation with your counselor to discuss your situation –review income, expenses, debts, and credit report, talk about goals for the future, and come up with an action plan for what to do next. There is no agenda or sales pitch. GreenPath is here to help.
The first thing your counselor will be doing is creating a budget tailored to your needs. It’s helpful to have an estimate of your monthly expenses, including utilities, food, gas, etc., as well as the combined monthly income of you and your spouse or financial partner.
GreenPath’s empathetic counselors understand the amount of courage it takes just to pick up the phone. You can expect a non-judgmental, unbiased session with your best interest at heart.
GreenPath is open Monday-Thursday 8AM-10PM, Friday 8AM-7PM, and Saturday 9AM-6PM Eastern.
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