Pennsylvania-based credit union is changing how advisors help clients achieve financial goals

The phrase refers to a recent article about Everence, a faith-based Pennsylvania credit union, and its evolving approach to financial advice for members. The piece highlights how the institution is focusing on more personalized, values-aligned guidance to help clients reach their financial goals, rather than just offering traditional, product-driven advice. This includes meeting people “where they are” financially and integrating banking services with broader planning support so that advisors can better connect day-to-day money decisions with long-term objectives.​