As Gretchen stepped in to support her mother and help manage her affairs, she realized she needed a plan for protecting her mother’s nest egg, and it couldn’t just be any plan. Gretchen had deep admiration for her mother who, along with her partner, had shared a lifelong commitment to civil rights, social justice and other progressive values. Gretchen sought a financial solution that would both protect and grow the funds while still being aligned with her mother's principles. It was a lot to take on. She also needed a solution that came with caring customer service, which she knew would be helpful during this difficult time.
After careful consideration, Gretchen decided to move her mother Jennie's resources into a Self-Help account. This provided a secure place for Jennie's savings while supporting an institution that reflects the family's commitment to social justice and diversity. Unlike traditional banks that seemed impersonal and profit-driven, Self-Help Credit Union offered Gretchen the peace of mind that her mother’s nest egg would be safe, would grow, and would contribute positively to the community.