As a PSIA-AASI member, you get exclusive access to free personal financial consultations and on-demand wellness courses — courtesy of Elevations Credit Union.
We’re a member-owned, not-for-profit credit union, which means we’re all about supporting each other and helping you carve out a solid financial future.
Open a checking account with the code “ECU350” and complete these steps within 90 days:
With Zogo**, the financial wellness app, you can:
PSIA25
During your free finance consultation with an Elevations Credit Union expert, you can discover real, actionable steps based on where you're at and what you want to achieve.
Consultations are confidential and available via phone and video calls as well as in-person.
Schedule an appointment with Business Development Manager Kelli Maes at [email protected], or call (970) 420-1421 and ask for your free personal finance consultation.
You will never be pressured into a loan or product during a consultation. A personal financial consultation is designed to help you improve your overall financial wellness. If a loan or specific financial product makes sense for your situation, we’ll share information so you can make an informed decision.
Elevations Credit Union is a not-for-profit, member-owned financial institution. That means it’s in our best interest to look out for your best interest.
No, you do not need to bank with Elevations to receive a free personal financial consultation. However, consultations can be more specific and actionable for members.
You can schedule your personal financial consultation as an in-person, online video session or a phone meeting.
Personal financial consultations are designed for everyone—whether you're just getting started or have been managing your money for decades. A financial solutions guide will focus on what’s most important to you.
Our guides take a judgment-free approach to the discussion. Their goal is to find opportunities to help you feel more confident about how you're managing your money.
*Terms and conditions apply. See details.
**Zogo is an independent third party.
1Credit qualifications and membership required. All Credit Union loan programs, rates, promotions, terms and conditions subject to change anytime without notice. Loans are subject to credit approval and underwriting. Financing only available on Colorado properties.
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Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.