You can take control of your money. By creating a spending plan, you’ll break the debt cycle and use your money for what’s most important to you – retirement, a dream vacation, a down payment for a house…Whatever your goal, a strong spending plan is the foundation for reaching it.

Once you develop your plan, we’ll provide immediate action steps and tools to make your money work for you. You can even choose to submit the information to us and set up a phone-based session with a financial counselor who can help you take your plan further.

All of our counseling and education services are available to you at no charge as a benefit of your employment or relationship with your financial institution

You’ll be inputting quite a bit of information about your current financial situation – your income, account balances, and expenses. It’s helpful to have recent statements and your pay stub on hand. Don’t have it? No worries. Just get started with what you have and you can always come back to make changes.