Member Financial Wellness Program

Be Empowered and Achieve Financial Wellness

With our Financial Wellness Program, our mantra is to be here to empower you to make sound financial decisions. Our goal is to help you meet your goals and here's how we can help you do that:
  1. Schedule an appointment to meet with one of our experienced Member Advisors. They can discuss your goals with you and how to get there. During the appointment, you can get valuable materials to help you plan, track, and accomplish your goals.
  2. Fill out our goals questionnaire before you meet with a Member Advisor to help us personalize the conversation to you and your financial wellness.
  3. Meet with a Member Advisor to get started. Here's where you ask all the questions you have been curious about in your financial wellness journey. Am I saving enough? Could I be getting a better rate on my car loan? Is now the right time to refinance my mortgage? We're happy to answer any question.
  4. Keep your goals on track with the financial tools you were given in your meetings. Give us a call if you have questions. Even schedule another meeting if you would like. We're here for you.

Not Your Average Financial Wellness Program

It doesn't cost you anything because we believe financial wellness and freedom should be FREE. We are here to be a resource to you when and where you need us. 

We won't hold you to anything. We know that financial independence comes from determination and hard work. It cannot be accomplished overnight, but we can certainly help you feel confident enough to get there. 

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