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MoneyChat

Take the first step towards your best future.

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Introducing Money Chat.

Money Chat is a free online tool with the power and resources to help you reach your financial goals. Co-designed with our members and employees, Money Chat is a unique approach to understanding your current financial health, where you want to go and how to get there.

Take action today.

In as little as 5 minutes, complete your Money Chat in Coast Online® Banking or the Coast Mobile® Banking app (under Money Tools in the menu). Or, have your Money Chat with an advisor by calling 1.888.517.7000 or booking an appointment.

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Not a member? Sign up today.

How Money Chat works.

Money Chat sets you on a clearer path to reaching your goals by simply answering a few questions about yourself and your financial behaviours.

Easy Easy

In as little as 5 minutes, complete a Money Chat through digital banking or have your Money Chat with an advisor in-person or over the phone.

No judgement No judgement

Get an overview of your financial health and understand your strengths and opportunities to help you reach your goals, without judgmental scores.

Personalized Personalized

Meet with an advisor to put your results into action with a personalized plan to reach your goals. Plus, access self-serve resources and tools online.

Self-guided Self-guided

Complete your Money Chat at your own speed, when and how you like. Even refresh your results regularly as a check-in on your goals.

Money Chat questions cover:

About you: Understanding your goals and priorities
Manage: The basics of budgeting and how you’re optimizing your day-to-day banking habits.
Save: How you’re putting money away, whether you’re an avid investor or never saved before.
Borrow: How you’re managing debt and its impact on achieving your goals.
Plan Ahead: Your planning behaviours and how you’re protecting what matters to you.

Money Chat questions cover:

About you: Understanding your goals and priorities
Manage: The basics of budgeting and how you’re optimizing your day-to-day banking habits.
Save: How you’re putting money away, whether you’re an avid investor or never saved before.
Borrow: How you’re managing debt and its impact on achieving your goals.
Plan Ahead: Your planning behaviours and how you’re protecting what matters to you.

Completing the new Money Chat is easy.

Step 1

Open Money Chat.

Find Money Chat under ‘Money Tools’ in Coast Online® Banking and the Coast Mobile® Banking app or meet with an advisor by booking an appointment or calling 1.888.517.7000.

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Not signed up for digital banking? Get started.

Book appointment

Not a member? Open an account in 5 minutes. Apply online.

Step 2

Complete your Money Chat.

Take 5 minutes to complete your Money Chat online and press submit to see your results and link to resources. Or meet with an advisor to complete your Money Chat in person or over the phone.

Step 3

Connect with an advisor.

Connect with an advisor to review your results and develop a personalized action plan to achieve your goals.

Book appointment

Money Chat is making an award-winning impact.

Money Chat took home the 2022 National Credit Union Innovation Award for its meaningful impact on our members. Complete yours today and find out what all the buzz is about. 

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Money Chat is making an award-winning impact.

Money Chat took home the 2022 National Credit Union Innovation Award for its meaningful impact on our members. Complete yours today and find out what all the buzz is about. 

Get Started

Haven’t signed up for digital banking?

Get started

Not a member?  Open an account in  5 minutes

Apply online

Quick Tips

Refer back to previous Money Chats anytime.

Launch Money Chat in online or mobile banking and select 'Back to all assessments' to view any of your previous Money Chat results.

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Get the most out of your Money Chat.

Connect with an advisor to review your Money Chat results and create a personalized action plan to help you reach your goals.

Book appointment
Make smart decisions with Money Manager.

Members also get free access to our Money Manager tool online. Set smarter budgets, manage debt and track all your spending in one convenient place.

Learn more

What we’ll cover during your Money Chat

Manage

We'll go through the basics of budgeting and how to optimize your day-to-day banking habits.

Save

Whether you’re an avid investor or never saved before, we’ll help you find ways to put more away.

Borrow

Together, we'll walk through ways to manage your debt and how to understand your credit rating.

Plan Ahead

Understand how you can reach your retirement goals and protect what matters to you. 

Own a business? Let’s have a Business Money Chat

We'll take the time to understand your business finances so we can help with Business Basics: Manage, Plan, Protect and Support.

Our experts can help identify ways to improve your cash flow, realize business banking efficiencies, support you in the short and long-term and identify coverage needed to protect your business if something happens.

Schedule a Money Chat

Own a business? Let’s have a Business Money Chat

We'll take the time to understand your business finances so we can help with Business Basics: Manage, Plan, Protect and Support.

Our experts can help identify ways to improve your cash flow, realize business banking efficiencies, support you in the short and long-term and identify coverage needed to protect your business if something happens.

Schedule a Money Chat
This won’t hurt a bit.

Money matters aren't the easiest to talk about so we make it easy by breaking it down to the Four Money Basics - Manage, Save, Grow and Protect.

We'll ask you a few simple questions to find out where you’re at with your money. Then we'll pick one of the Basics to focus on. Simple, right?

Schedule a Money Chat
Own a business? We make it easy.

If you're a business member, let's have a Where You're At Business Money Chat®. We'll take some time to understand your business finances so we can help with Business Basics: Manage Plan, Protect and Support.

With this powerful chat, we can help identify ways to improve your cash flow, realize business banking efficiencies, support you in the short and long term and identify coverage needed to protect your business if something happens to you.

Talk to our Business Banking Team

Getting started is easy

Step 1

Schedule a Money Chat.

Complete the online form to schedule a chat a branch of your choice.
Step 2

We'll contact you.

We'll get in touch in a couple days to confirm your appointment.

Step 3

Chat away.

Don't worry, this won't hurt. We'll take some time to understand your situation so we can build the right plans to get you on your way to your goals.

Help your money go further

MANGING YOUR MONEY
6 steps to building a successful household budget

To help your family reach its financial goals, create a household budget that works with this six-step action plan.

Read article
GROW YOUR MONEY
Top 4 reasons you need a financial plan
A financial plan is an important tool for anyone who wants to manage their money effectively, whatever their income or net worth. Learn how it can help you.
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GROW YOUR MONEY
Pay Yourself First: the benefits of automatic savings.
Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically automatic savings.

Read article
Take action today.

In as little as 5 minutes, complete your Money Chat in Coast Online® Banking or the Coast Mobile® Banking app (under Money Tools in the menu). Or, have your Money Chat with an advisor by calling 1.888.517.7000 or booking an appointment.

Sign in
Book appointment