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Financial Wellness

Financial education is an important piece of Listerhill's mission of improving lives.

Balancing a budget, buying a home or car, and planning retirement are just a few of the important financial decisions most of us have to make at some point. As a credit union, we understand the importance financial education has in making the best decision for you and your family. That's why we have initiated several financial wellness programs to empower our members and the community to to become more financially secure and establish good habits for wise spending and saving.

What we do
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School Events

On high school and college campuses across throughout our community, Listerhill host events such as our popular Game of Life event where students go through a simulation of "real world" budget building. At the end of the game, each student gets a one-on-one debrief with one of our Financial Wellness experts. This gives students a peak into what their financial life may look like after school while reinforcing the importance of saving and spending responsibly.

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In the Classroom

In classrooms across northwest Alabama and south central Tennessee, Listerhill is teaching high school and college students the financial basics and the importance of good money management in a fun a relevant way. Whether it's a simple 1-hour course or a week long study, we can provide the tools and expertise needed to engage students in financial wellness.

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In the Workplace

Give your employees the peace of mind they need. We can provide the tools and information your employees need to achieve financial success. Contact us to schedule a workshop with your organization or company.

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Balance: Financial Fitness Program

We’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. And should you need, BALANCE can assist with confidential, no-cost financial counseling services to help you develop a sensible budget managing spending and debt.

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Meet our Director of Financial Wellness
Tosha-Paige Whitten

Tosha-Paige is Listerhill's Director of Financial Wellness. She has been serving members and improving lives in our communities for over 6 years. 

Get in touch with our Director of Financial Wellness

Whether you are a student looking to consult with Tosha-Paige about your own financial wellness or faculty looking to supplement financial education into your organization, fill out this form to get in touch. 

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  • Transitional Member Advocate

    A Member Advocate that will help the branch transition into the retail model.

  • Smart-ATM Tellers

    Assist the members in transactions on our Smart ATMs.

  • Senior Member Advocate

    Empowered advisors who guide members in their financial journey, but also assists in coaching staff and oversee balancing the branch.

  • Member Advocate

    Empowered advisors who guide members in their financial journey, from simple transactions to applying for a loan or new account.

  • Branch Manager

    Leads and coaches branch staff to sales and service excellence.