Build your fiscal fitness and complete a Personal Financial Checkup
Part of maintaining a well-rounded lifestyle is your financial well-being. Complete a Personal Financial Checkup to ensure you are on the right track and boost your financial wellness.
This helpful tool covers six key areas: paychecks, financial accounts, credit cards and loans, insurance, spending and savings. In each area, you will gather all of the necessary information, such as your credit report or insurance policy, make sense of your current financial standing with printable worksheets, and create achievable goals that better your financial health. With this, you are on your way to being fiscally fit.
The best part? You do not have to be a CU employee to develop a financial inventory! This resource is available to anyone who wishes to make the most out of their finances. Share with family and friends who might need a quick refresher on their current status.
Expand your financial knowledge with interactive resources available at CU Employee Services' Financial Wellness site.