Ocean Financial has six member-facing employees who can guide members to learn money management skills such as budgeting, saving, or paying down debt.

During a financial guidance session, your guide will work with you to create a set of goals based on your current situation and personal preferences.

A financial guide will:

• Look over your monthly household budget and living expenses
• Work with you to create mutually agreed-upon goals
• Help you set a budget based on your goals
• Track your progress over time
• Answer your questions regarding saving and spending

A financial guide will not:

• Judge you for mistakes
• Invest in products on your behalf
• Give specific financial advice