The Where You're At Money Chat ®

Members get money matters solved.

The Money Chat is a perk only available to Coast Capital members to help make complicated money matters simple. In just one quick chat, you'll get a snapshot of your overall personal or business financial health and how we can help improve it.

We'll help by giving your finances a second look – or a first look. We can even show you fast ways to say goodbye to your mortgage forever.

Our Money Chat can help you:

  • Set up a budget
  • Make a plan for paying down debt
  • Grow the money you have
  • Protect the things that are most important to you
Schedule a Money Chat
This won’t hurt a bit.
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?

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.

Own a business? We make it easy.

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.

Like what you see? Here's more.

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Growing your money in your 20s and 30s.
Hey, we all like avocado toast. And you can still have it - and more - if you budget for it correctly.
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The value of a Financial Planner
It's never too late to get a handle on your money, and you don't have to do it alone. Read on to learn how a Financial Planner can help you.

Ready to improve your finances? Let's do this.