Skip to content

Financial Planning Made Simple: How DFCU Can Help You LiveWell

10/06/2025

By: Michelle Besaw

Financial Planning Made Simple: How DFCU Can Help You LiveWell

Planning your financial future matters. Just like setting personal goals, financial planning gives you direction, peace of mind, and confidence in your next steps.

At Dannemora Federal Credit Union, we know that talking about money is not always easy.

Which is why we created LiveWell.

Through our LiveWell Financial Wellness Program, we offer our members one-on-one counseling with our own CUNA Certified Financial Counselors, Dana Pickering, Codie Peryea-Parnaby and Danielle Branham.

These three aren’t just experts, they are people who genuinely care about helping to reach your goals.

Whether you’re hoping to:

  • Build a realistic budget that works for your lifestyle.
  • Create an emergency savings cushion for peace of mind.
  • Pay down debt and reduce financial stress.
  • Understand your credit score and how to improve it.

…they are here to guide you.

Why Financial Counseling Matters

Think of it as having a financial coach in your corner who’s focused only on your financial achievement.

Life comes with unexpected expenses. A financial counselor can help cut through the noise and build a plan that feels achievable.

Our Partnership with GreenPath

In addition to our inhouse team, DFCU also partners with GreenPath, a national nonprofit dedicated to financial education and money management. Through this partnership, you get access to free resources and expert advice in areas such as:

  • Personal and family budgeting.
  • Credit report reviews.
  • Debt management.
  • Guidance to avoid foreclosure, bankruptcy, and repossession.

It is all about helping you take control of you finances and future.

Let’s Plan Together

Take a moment to invest in yourself. A conversation with a financial counselor can open the door to a stronger tomorrow.

Our financial counselors are available at our Tom Miller Rd and New York Rd branches in Plattsburgh, and at our branch in Champlain. To schedule an appointment with Dana, Codie, or Danielle, email us at [email protected] or call us at 516-825-0323.

For more information or to start planning with GreenPath, visit www.greenpath.com/dannemora or call 877-337-3399.

Financial planning is about building the life you want, let’s start that journey together.

View all posts