Financial Health Check

Save for Your Future and Get Out of Debt

Financial Health Check

The Financial Health Check is a program designed to increase our members' financial health. We offer FREE consultations with trained specialists to help you make decisions and take actions on savings, budgeting and debt management in real-time during a confidential one-on-one session.

BECU offers this service as a benefit to you – at no charge for members.  

Here's how it works:

Schedule an appointment and fill out a budget worksheet – it should take you less than 15 minutes. 

Appointments run on average between 35–40 minutes, and are conducted over the phone with complete confidentiality. During the call, your Financial Health Check Specialist will review your monthly budget and identify goals that fit your personal and/or family circumstances. 

Your Financial Health Check Specialist will walk you through concrete decisions on savings, transfers and debt, and help you set up automatic payments so that your goals are prioritized and no further action is needed on your part. 

You'll be able to label savings accounts with goals to separate those funds from daily spending, set up online and mobile tools to easily track cash flows, and map out a plan for future actions once you achieve your immediate goals.

During the call, you'll take care of action items with live support and accountability – so that everything is up and running for you, and you can feel confident about your financial health going forward. 

Is the Financial Health Check right for me? 

  • Do you want to have savings to cover an unexpected emergency and avoid going into debt?

  • Do you want to decrease and pay off debt?

  • Do you need to put together a budget to better manage your money?

  • Do you need someone to help you finally take action on your financial goals?

  • Do you want to take action to organize your finances, but just aren't sure how to start?

For questions, please feel free to contact us at FinancialHealthCheck@becu.org.