Schedule an Appointment

You're on your way to improving your financial health. This is a free service provided to you as a valued BECU member. Please enter your contact information and scheduling preferences below. We will be in touch within 2 business days to finalize your appointment date and time.

Please indicate your scheduling preferences below. Keep in mind:

  • Your appointment will be conducted over the phone
  • It will take between 45-55 minutes
  • You'll need a computer or tablet to log into your BECU account
  • Your partner is welcome to join
  • Evening or Saturday appointments may take longer to schedule as these are popular times
Select all that apply for the next two weeks. We'll be in touch to find a time that works for you. (All times listed in Pacific Time Zone)

Day of the Week


Time of Day


What are your financial goals? Select all that apply.


Is BECU your primary financial institution?


How did you hear about the Financial Health Check? Select all that apply


BECU may contact you by phone to remind you of your Financial Health Check appointment.



Questions? Email us at FinancialHealthCheck@becu.org.