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Great changes are taking place at your Credit Union!
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
Financial Literacy
Do you know the difference between a Credit Union and Bank?
Who do you use as your primary financial institution?
My credit score is:
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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)
What interest rate are you receiving on the funds you are currently saving?
Debts
What type of loans/debt do you currently have? (check all that apply)
Do you pay your cards in full each month or do you carry a balance?
Please fill out the form and unlock a personalized Financial Plan.
