Spend Life Wisely FWB Program

At First United, we inspire and empower others to Spend Life Wisely by providing engaging and interactive financial literacy. The Financial Well-Being Pillar plays a crucial role in our effort to support our stakeholders in making intentional choices with their savings and spending so that they can make the most of what they earn, gaining peace of mind and ensuring the well-being of themselves and loved ones.

First United has a dedicated Financial Well-Being Department with three team members who are certified financial coaches, and we have 14 dedicated Spend Life Wisely Ambassadors who work tirelessly to uplift the lives of our stakeholders across our footprint. Additionally, numerous employees volunteer their time and expertise to teach financial literacy classes in our communities as we strive to elevate 10 million lives by 2030.

In 2022 alone, we dedicated 424 hours to CRA-qualified financial literacy education and 180 hours to personalized financial coaching. Our comprehensive curriculum covered diverse topics to improve financial well-being, including creating effective spending plans, managing and reducing debt, credit improvement strategies, establishing emergency savings, and planning for retirement. These courses are valuable resources, empowering individuals to make informed financial decisions and take steps toward a brighter financial future.

First United also collaborates with vendors such as Banzai, a real-life finance content platform, and Finotta, a fintech company, to offer comprehensive financial lessons on our website. These resources are accessible 24/7 and cater to the diverse needs of our stakeholders, regardless of their age. Through these valuable partnerships, we provide tools and knowledge to support their financial well-being.