TAKE YOUR
FINANCIAL CHECKUP
When it comes to money, we know how important it is to have a healthy perspective. Take your Financial Checkup to see how you’re doing and get recommendations just for you.
Right Accounts
We want to make managing your money simple. Whether that is finding the right account for your needs or helping you with online tools, we are in your corner.
Budgeting
It is important to understand how much you make and spend each month. Getting a handle on what are must haves versus nice to haves is the start of budgeting.
Online Tools
Banking has never been easier with online tools to help you keep a handle on your money when and where you want to.
Depositing Money
In our constant pursuit to make banking easier, there are many ways now to deposit money into your account without having to come into the branch.
Protecting Loved Ones
Taking care of your family is a priority. Making sure your children are provided for and your parents receive the care they need, requires a plan. We have professionals who can help make sure your plan is in place.
Protecting My Identity
In today’s digital world, protecting your identity is very important. We have tools that can help.
Long Term Savings
A great way to prepare for the unexpected is to proactively save. A general rule of thumb is to have 3-6 months of savings should you lose your job allowing you time to find a new job.
Rainy Day Fund
Should an unexpected expense come up today, how would you pay for it? Having a rainy day solution for surprise expenses is a must.
Improving Credit
Establishing or improving your credit is important to be able to borrow in the future and it often influences the rate you receive. The first step is knowing your score. Then you can take steps to improve it.
Homeownership
Buying a home, whether it is your first time or you’ve bought before, can be a stressful process. We are here to remove that stress with solutions that meet your needs.
Using Credit Wisely
Your credit score is an important factor to be able to borrow in the future and it often influences the rate you receive too. The first step is knowing your score. Then you can take steps to improve it and leverage credit wisely.
Leveraging The Value In My Home
As you pay down your mortgage, you build equity in your home that you could use. You could also potentially lower your payment or term. We can help you determine the path that is right for you.
Life Event
Whether you are trying to pay for school, starting a family or beginning retirement, we will help you at every unique life stage.
Big Purchase
Do you have a big purchase in your future? A home for the family, a new car, maybe finally getting that boat you’ve been wanting. Let us help you effectively save for these big purchases.
Moving Out On My Own
Moving out on your own whether that is from your parent’s place or a friends can be a scary, but exciting step. Maybe you are renting or maybe you are buying. We will help!
Starting My Own Business
Have you been thinking about starting your own business? Ready to take that next step, we have a business resource center with helpful tools and articles.
Establishing Saving Habits
We all have dreams. Some big, some small, all requiring resources. We want to help make those dreams a reality by helping you save.
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