FIGFCU Financial Wellness Check | A Free, Relaxed Review Of Your Finances
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Financial Wellness Check

Health Makes Wealth

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Complete your check up today
and unlock a personalized Financial Plan.


You visit your physician for a checkup— to make sure you’re healthy and to keep it that way. The same general principle applies to your finances.

That’s why we developed our Financial Wellness Check. It’s a proven resource to keep you “financially healthy” by growing wealth more efficiently, avoiding financial pitfalls, and keeping you on the path to financial freedom.

We recommend—like a physical—that you have one at least one a year. In less than 5 minutes, you can receive a personalized Financial Plan to help you build a better financial life. Stay healthy!

Start Your Check Up

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Financial Literacy
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Savings
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Debts
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Financial
Literacy

 

Do you know the difference between a Credit Union and Bank?



Do you currently have a budget?



My credit score is:




How confident are you in your money management skills?



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Savings

 

What are you saving for? (Click all that apply)







How much do you currently have saved? (not including retirement accounts)





Emergency Fund: If you were to lose your job tomorrow, could you cover your expenses for 3—6 months?



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Debts

 

What type of loans/debt do you currently have? (check all that apply)




If you have a credit card, do you pay it in full each month or do you carry a balance?



Are you currently behind on any loan payments?



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Please fill out the form and unlock a personalized Financial Plan.