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Community Partners
 SurePath Financial Solutions knows the value of community partnerships. In fact, we initiated the Financial Literacy Council (FLC) of California to insure stakeholders were working together to maximize our talents and resources to increase consumer financial health.
The Financial Literacy Council of Ventura and Santa Barbara Counties is a group of government, corporate and nonprofit organizations who have come together to promote education in savings, investment and money management with a goal toward building wealth not debt.
As our first group initiative, the FLC started the California Saves campaign to encourage consumers to save. Area financial institutions and banks conduct a Saves Week and offer special low cost savings accounts to consumers participating in the campaign. If your organization has an interest in becoming a member of the Financial Literacy Council, please contact nancyr@surepath.org.
Descriptions of a few of SurePath's partnerships are listed below:
Credit Union Partnerhships
Do your members know where to turn when they are having financial difficulty? Do they take no action or worse fall victim to illegitimate non-profit or debt settlement scams? We understand that credit unions are concerned about their member’s financial well being. Being proactive in member’s financial education minimizes your losses and helps create loyal members. SurePath Financial Solutions is the expert in providing the support your organization and your members needs.
Create Awareness
When you become a partner with SurePath we are committed to making sure your members and your staff know who we are and what services we provide. We achieve this by:
- Professional Marketing
- Co-branded webpage
- Co-branded printed material
- In branch staff training
- In branch roll-out campaign
- Statement inserts
- Financial Education Workshops onsite
Flexible Agreements
We offer complete flexibility for you to design a partnership agreement that works for you. Together we will tailor a program that creates the perfect level of involvement and financial commitment.
Call Nina Ericksen to schedule your initial appointment to discuss your credit unions needs (805) 437-7530
Current Partners
Rabobank
Telesis Community Credit Union
Santa Barbara Teachers Federal Credit Union
Santa Cruz Community Credit Union
SLO Credit Union
Santa Barbara County Federal Credit Union
KeyPoint Credit Union
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SurePath Financial Solutions, a nonprofit organization, provides caring, innovative solutions that educate and empower consumers to successfully handle immediate financial challenges and plan for their future.
Please note that in May 2009, we changed our name from Consumer Credit Counseling Service (CCCS) to Surepath Financial Solutions. Same agency, different name. |
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