INDIANAPOLIS–FORUM Credit Union said it has begun offering financial coaching and small dollar digital investing through subscription-based service called “SafisLife.”
According to the $2.17-billion FORUM CU, with SafisLife, members receive guidance on all aspects of their financial wellness including budgeting, credit score improvement, asset allocation, lifestyle planning, debt management, and more.
“A financial coach works with the member using tools available from Enrich Financial Literacy to outline goals and create a wellness plan,” the credit union said. “This service is ideal for individuals in their 20s and 30s, but is available to members of any age. Members can automatically enroll in the SafisLife program and be partnered with a Financial Coach by opening a Prime Reserve Savings Account.”
FORUM said the service can be opened online and pays a market leading dividend rate on up to $25,000. The monthly subscription to participate in SafisLife is $9.
About the Advisors
FORUM’s SafisLife Financial Coaches are Andrew Snow and Louie Wendall. Snow has worked at FORUM since 2022 and Wendall started at FORUM in 2023. Both hold a Series 65 Certification.
“FORUM is dedicated to helping members learn strong financial habits, and through our SafisLife financial coaches we are able to provide guidance on all aspects of a member’s financial life, as well as help them begin sound online investing through our partnership with Betterment,” CEO Doug True said in a statement.
