Welcome!
Financial Education at Your Fingertips
At Direct Financial we support you in achieving your financial goals. Our Financial Education Program includes a variety of resources, events, and tools to help grow your confidence as you manage your money. Topics include:
- Managing Debt
- Short & Long-Term Saving Goals
- Home Buying & Mortgages
- Retirement & Investing
- and more...
Browse information from Direct Financial, Zogo, and Enrich. Zogo and Enrich are select partners that offer additional resources and information for our members in interactive context.
Are there additional topics you would like to learn more about that are not included in our program? Let us know. We are continually optimizing the Financial Education program and would greatly value your input.
Topics within the library include
the categories listed below and more.
Our Podcast & Video Library is a collection of media resources for you to enjoy on the go.
Each podcast episode and video has been tailored to align with a specific money topic.
Topics within the library include:
Personal Finance
Budgeting Tips
Improving Your Credit Score
Developing a Personal Plan
Saving for Short & Long-Term Goals
Home Buying
Preparing to Purchase Your First Home
Mortgage Fundamentals
The Mortgage Pre-Approval Process
Mortgage Refinance
Car Buying
How to Negotiate at the Car Dealerships
Things to Remember When Buying a New Vehicle
Understanding Your Rate and Total Cost
Business Financing
Things to consider when deciding on a business loan
More
Cybersecurity - Tips to Remember
Together with Enrich we offer focused courses to expand your financial capability by learning about banking, budgeting, personal credit, and so much more. Exploring these resources can help you get on track, raise your financial awareness, and improve your economic well-being.
Topics
Enrich offers a variety of topics that will help in your financial journey.
Start improving your financial wellness by following the recommendations along the way.
Courses
Develop your financial knowledge and skills by taking short, self-paced, interactive courses. More than 20 courses are offered by topic and experience level.
To help achieve your goals, learn on the go or dig deep into the Enrich experience.
Financial Calculators
Enrich provides great self-help tools such as financial calculators and budgeting tools.
These resources help you make money decisions when it comes to purchasing, budgeting, or saving for your future.
Financial Learning Seminars, Workshops,
Webinars, Tools, and more.
Our Financial Education Program includes a variety of resources,
events, and tools to help grow your confidence as you manage your
money. Our financial education events are designed to give you a
deeper understanding of financial concepts, skills, and strategies.
This knowledge helps you to make better decisions on money matters
and increase your confidence.
Play
Download Zogo today - use the code DIRECT
Your Journey to Financial Freedom
Why Zogo?
We believe you should have the knowledge and skills to reach your financial goals. Zogo Finance has reimagined personal finance into a mobile platform that is a fun, holistic, and engaging way to increase your financial literacy. Personal finance has never been so convenient and fun.
Everyone Wins
Currently, 78% of Americans live paycheck to paycheck, 21% aren’t saving for goals and nearly a third don’t have an emergency fund. Zogo empowers you to increase your financial literacy through 300+ bite-sized educational modules. Building a better financial future is within reach. Making a good financial decision has never been so easy. Download Zogo today - use the code ‘DIRECT’.
Learn & Earn
Along with learning financial literacy, rewards can be earned for answering questions correctly in educational modules, participating in the daily “Pineapple Party”, or referring a friend on the app. Redeem rewards for a $5, $10, and $15 gift card from stores like Amazon, Target, Apple, Starbucks, Adidas, and more.
Take Control of Your Financial World
Every day, our Certified Financial Counselors help people make positive financial changes. This free and confidential service is available to all Direct Financial members. It is designed to help you strengthen your financial situation.
We offer services including: A Personal Financial Check Up, Gaining Clarity on Financial Goals, Setting up and maintaining a Budget, and Creating a Plan for Paying Down Debt
Meet Your Financial Counselors
Amanda Seeholzer
Certified Financial Counselor
NMLS #1438554
Contact Amanda
Emily Phelps
Certified Financial Counselor
NMLS #1730314
Contact Emily