Financial checkups

A financial checkup at Everence Federal Credit Union is designed to help individuals and families gain clarity, build confidence and take control of their financial future.

In up to three personalized meetings, you will work one on one with a Certified Credit Union Financial Counselor (CCUFC) to review your current financial situation, identify opportunities, and create practical next steps that align with your goals and values.

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Your checkup experience

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What is a financial checkup?

A financial checkup is a free guided conversation focused on understanding your full financial picture and helping you move forward with purpose.

During your sessions, your counselor will help you:

  • Understand your current financial situation
  • Identify goals and priorities
  • Create a plan with realistic next steps
  • Build habits that support long-term financial wellness

These sessions are educational, encouraging, and tailored to your unique situation.

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What can we help with?

Financial checkups are flexible and designed around your needs. Topics may include:

  • Creating spending plans
  • Understanding credit scores and loans
  • Providing debt counseling
  • Preparing for homeownership
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What to expect

Your financial checkup may include up to three sessions, each focused on helping you move forward with clarity and confidence.

You can expect:

  • A welcoming and judgment-free environment
  • Personalized guidance from a certified counselor
  • Practical tools and resources you can use right away
  • Support that aligns with your values and goals

Credit union membership unlocks exclusive tools – like our financial wellness assessment and credit score report – that put clarity, confidence and control at your fingertips online and through mobile banking.

Resources for your financial journey

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Everyday Stewardship

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Everence seeks to meet more people where they are

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Andi Santoso from Surabaya, Indonesia.

Sharing the tools to create lasting impact

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When Andi Santoso and his family first moved to the U.S. from Surabaya, Indonesia, it was like starting from zero.

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Summer travel tips on a budget

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Find ways to keep your finances cool this vacation season.

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Banking

Three ways you can tackle your credit card debt with Everence

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Manage and reduce credit card debt with the guidance of Everence Federal Credit Union

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Run the numbers

Auto loan

Use this calculator to help you determine your monthly car loan payment or your car purchase price.

Home budget

By entering your income and monthly expenditures, you are able to better track your spending behavior.

Net worth

Your net worth is the value of all your assets, minus the total of all your liabilities.

College savings

Saving for your children's education requires a long-term plan. The earlier you start your plan, the better.

Savings goals

What will it take to help reach your savings goals? Enter in your savings plan and see the results.
GET STARTED

Take the next step

Ready to get started or want to learn more about financial checkups?

Connect with a Certified Credit Union Financial Counselor (CCUFC) today to begin your journey toward greater clarity, confidence and control.

Disclosure

Everence Federal Credit Union is federally insured by NCUA.