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A financial health check-up can be scheduled through Digital Banking.
- Click More Services on the tool bar at the top.
- Select Access my Financial Health.
- Click Start Here
Once you receive your score, you’ll receive information that you can act on to improve your financial health. Additionally, we’ve partnered with EverFi to provide you with a comprehensive Financial Education Center, which is full of interactive financial wellness tools that can help you learn how to manage money, avoid financial dangers, prepare for retirement, and invest in your future.
Everyone should take the test to understand where they are at in regards to spending, saving, borrowing, and planning. It is particularly beneficial for people that are having difficulty with any of these four indicators of financial health.
The Financial Health Survey looks at all aspects of your current financial habits when it comes to saving, spending, borrowing, and planning. Upon completion of the survey, you will receive your FinHealth Score®, which is used to provide you with tailored guidance on ways to improve your financial health.