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TFCU offers personal financial coaching to our membership and community.

This service is available at no charge and appointments may be scheduled online.

About Me

My name is Lisa Atkinson. I have been a part of the TFCU team since 1995 with a focus on resolving problems and finding solutions. I helped introduce Financial Coaching as a service for our members in 2006. I’ve been certified through the Credit Union Association program, and am currently a Dave Ramsey Master Financial Coach.

I have a passion for helping others and love what I do!

Coaching FAQs


  • What is a financial coach?
    • A guide to walk beside you as you set goals and determine the path to achieve them
  • How can we connect?
    • Appointments are available via phone, Zoom, or in person at the El Rio Branch location
  • How often can we meet?
    • Single appointment,  with follow up appointments available
  • What are the benefits of follow up appointments?
    • Accountability
    • Resource for additional coaching
    • Encouragement
  • In what areas can coaching help?
    • Creating a money plan
    • Understanding and improving credit
    • Understanding how to protect you and your family financially
    • Planning for retirement
  • What would not be coached?
    • Legal Advice
    • Tax Advice
  • Who can take advantage of coaching?
    • TFCU members
    • Community members

If you’d like to schedule an appointment with Lisa, select “Schedule an Appointment” below, call (520) 322-7429, or email latkinson@americanlawoffices.net.