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Financial Health Check

Schedule Free Consultation

Sign up for free sessions with trained specialists who can help you achieve your financial goals. Available to BECU members only.

Get support creating a budget, building an achievable savings plan and tackling debt. Our Financial Health Check is a powerful one-on-one coaching service designed to help you achieve your financial goals–and it's free to BECU members.

Benefits

  • Confidential, one-on-one- phone-based session with BECU financial coach.
  • Build a personalized budget in real-time.
  • Get help crafting a workable savings, budgeting or debt management plan.
  • Learn how to get the most out of your BECU membership.

Here's How It Works

  1. Start by scheduling an appointment. The average appointment runs 40 to 50 minutes and is conducted by phone.
  2. Depending on your budget needs, complete the Financial Health Check Monthly Budget Worksheet (PDF).
  3. 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.
  4. During the call, you'll take care of action items with live support and accountability. That way you'll be ready to take your next steps.
Financial Guidance Article

Experiencing the Financial Health Check Firsthand

Is a Financial Health Check right for you?

Sign-up for Financial Health Check if any of the following apply:

  • You'd like to build a savings plan to cover an unexpected emergency or avoid going into debt.
  • You'd like to decrease or pay off debt.
  • You'd like to receive help with budgeting and money management.
  • You can use expert guidance on planning and pursuing financial goals.
  • You want to start organizing your finances but you aren't sure where to start.
Schedule an Appointment