Free Financial Health Check
We're here to get to know you, help you improve your financial health and support your future.
Grow your confidence and reach your goals by planning with BECU. A Financial Health Check isn't just about reviewing your account balances. It means connecting with a dedicated member consultant who wants to understand what money means to you.
Meet with a financial specialist to:
- Build a personalized plan together. We'll act as your accountability partner and help you make adjustments as life changes.
- Get to the root of what matters most and what's getting in the way of your goals.
- Establish clear, realistic goals based on where you actually are so you can get where you want to go.
- Make sure you're making the most of everything BECU has to offer.
- Finish your sessions with a living document just for you that captures goals and tracks your progress over time.
How it Works
What you can expect when you meet with us for a Financial Health Check:
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Start by scheduling your introductory Video Banking appointment. Over the course of 45 minutes, we'll get to know you and your financial situation to determine how to make an actionable, realistic plan for your situation. You can connect with us from wherever you have Wi-Fi.
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During the call, you'll take care of action items with live support and accountability. That way you'll be ready to take the next steps toward achieving your goals.
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A financial specialist will work with you to schedule follow-up appointments and fine-tune your plan over time.
Frequently Asked Questions
No. We recognize that your financial life is more than just your account balances — it's about how you interact with money every day. Your dedicated financial specialist will spend the first appointment getting to know your life and priorities so together you can work out goals and construct a plan that feels achievable in your unique situation.
BECU members can schedule a Financial Health Check as often as they need. Additionally, your financial specialist will help you schedule your next appointment before your session is over.
BECU offers Video Banking to help you access the services you enjoy in person, but from anywhere with a stable internet connection. Screen share in real time and meet face-to-face however it's most convenient for you. Make your Financial Health Check appointment with Video Banking and call from your computer, phone or tablet — we're here to support you wherever you are.
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