Financial Wellness Checkup
Take control of your financial future with a personalized Financial Wellness Checkup from AHCU. Our dedicated team is here to help you identify and achieve your personal financial goals through a comprehensive and supportive conversation.
What is a Financial Wellness Checkup?
A Financial Wellness Checkup is a one-on-one discussion designed to help you understand and reach your financial objectives. Whether you're looking to improve your credit, save for a specific goal, purchase a home or vehicle, consolidate debt, or plan for retirement, we're here to guide you.
This is a complementary service we provide our members.
How we can help you plan for your goals:
- Seeing the Big Picture: We can take a broad look at where you are and where you want to go.
- Improving Credit: Learn strategies to boost your credit score.
- Saving Money for a Specific Goal: Set and achieve your savings targets.
- Purchasing a Home or Vehicle: Navigate the buying process with confidence.
- Consolidating Debt: Simplify your debt management.
- Investment and Retirement Planning: Build a secure financial future.
- And More: Whatever your financial goals, we're here to help.
Your Financial Wellness Checkup can be conducted online, in person, or by telephone—whichever is most convenient for you.
Ready to take the next step toward financial wellness? Use the button below to book your appointment and start your journey to financial health and security.
Book a consultation and our banker can get you set up with a $25 deposit. To make it even better, we will also deposit $50 when you open a savings account!*
*Terms and conditions apply
