For five months, Connex Credit Union will be working closely with five participants to see who can become the most fiscally fit to win a $3,000 grand prize. Each participant has been paired with a Connex Financial Advocate who will offer real-world, practical advice on how to reduce debt, build savings, and many other helpful financial tips and advice. Connex received over 140 applications for the third annual ConneXfactor competition! Below is our update on Marilisa A.
Marilisa A.: Passing on Financial Lessons
Coach: Michelle Panzo, Orange Branch Manager
It’s getting close to the end of the competition and Marilisa is looking at how to save more to achieve her goals. During our last meeting, we talked about what she has accomplished and the lessons she has learned along the way. She has come to realize that saving and having goals can actually be fun as opposed to a chore or headache. It’s about looking at where you want to end up and creating a realistic plan to get there.
She has learned valuable life lessons about budgets, planning and being prepared for an unexpected expense to name a few. She is excited and amazed about the future realization that she can be out of debt and own a home in just a year or so. She still uses her sticky notes method and her brother does now too! She is teaching him what she has learned during these six months of ConneXfactor, which is helping him save for his goal – a car. Marilisa said this has been a great experience for her and is happy she applied for the competition. I’m proud of what she has accomplished in such a short time. I know she will do well, and continue learning and saving!
Do you need help getting your financial life in order? Join our ConneXfactor contestants and let our Financial Advocates work with you to create a financial plan and a budget to help you achieve your goals. Stop by any branch or get started online today!