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We Offer Free One-on-One Financial Coaching

The Situation

At Allegiance Credit Union, we know you want financial freedom.  Unfortunately, managing personal finances is tough.   Too often with finances you’re met by:

  • People who don’t know you
  • Policies that don’t help you
  • Institutions not interested in propelling your finances forward

It’s frustrating, overwhelming, and you deserve better.

What is Financial Coaching?

As a local credit union that’s been serving Oklahomans since 1963, we understand the needs of our citizens.  Experience what it’s like to sit side-by-side with a coach—a smart, friendly human with life experience and numbers knowledge—and talk about hopes, fears and future goals. And no worries: our Coaches aren’t paid to sell you stuff. They're here because they believe in serving with compassion and guiding you on the journey you’re on.  

At Allegiance, Financial Coaching is a 3-step process:

  1. Come as you are.
  2. Define your goals.
  3. Leave with a plan.

Schedule your free, virtual, personalized, one-on-one, financial coaching session with Terri Talley.

 

Book a Session!

Get in touch with Terri

Email terri.talley@acuok.org or call 405-717-9029


What's it like working with Terri?

 

TerriNew

Personal Motto

“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.”
Ralph Waldo Emerson

Favorite Hangout

In my kitchen, I love taking recipes and making them my own.

The Biggest Hurdle I've Overcome

I practice what I preach. I’ve been able to pay off my house. It was hard and I definitely had to delay my wants. What a feeling to be able to wake up and do what I love to do!

My Next Goal

To become a millionaire!

My First Job

Kentucky Fried Chicken. My parents loved me bringing home the leftover chicken.

Why I'm Here

I believe I can make a difference in your financial life.

My Experience

Thirty-two years working at Allegiance, with many different jobs along the way. Teller, loan officer, mortgages, branch manager, marketing and now a financial coach!  I am a certified financial counselor and regularly facilitate Dave Ramsey’s Financial Peace University.

Book a Session!