Have You Heard About BECU’s Free Financial Health Check?

Community Manager

When was the last time you got a checkup? We’re not talking about your yearly physical, but a financial checkup.

 

What if you could have a specialist assess and help you improve your financial health just as a doctor would check in on your physical health? Financial checkups aren’t something most people do, even though financial health has a large impact on our lives.

 

During a recent interview with Seattle’s King 5 News, BECU’s Stacey Black spoke about an amazing BECU member perk that many people aren’t aware of— receiving personalized, confidential, one-on-one coaching from a BECU financial health specialist. The best part is, this financial checkup is completely free!

                                                                                                            

 Financial health specialists will guide you through a variety of financial topics, including:

 

  • Professional guidance about how to stick to a budget
  • How to increase your savings
  • How to reduce your debt.

 

This conversation, which is tailored to your unique financial situation is worth having. BECU members who take advantage of the program consistently see their savings grow.

 

How?

 

Stacey mentions that the BECU health check helps members “close the gap between intentions and actions.” In other words, we all have good ideas about saving our money and planning for our financial future, but it can be so hard to act on these ideas. In less than an hour with a BECU financial expert, you’ll get the support you need to make your financial intentions a reality.

 

Get Your Free Financial Checkup

 

To get started, members can  sign up for a financial health check.

 

Once you sign up you’ll receive a budget worksheet via email, which will ask you to track and gather your income and expenses to understand your finances as they stand now. 

 

After you complete the budget worksheet, you’ll have your scheduled phone call with a financial health specialist and be on your way to take action on your financial goals.

 

What About Non-Members? 

 

Do you know someone who isn’t a BECU member but could really use a free financial health check? Luckily, it’s easy to become a member, but until then, they can access our free financial health information at BECU.org/learn.

 

Why Does BECU Offer Free Financial Resources?

 

As a credit union, BECU is committed to helping members make and meet strategic financial goals because when one of our members experiences financial success, the entire BECU community grows stronger.

 

So, take advantage of our dedicated specialists with a free financial health check and if you have any questions about the program please reach out to us at financialhealthcheck@becu.org.

2 Comments
Sightseer

I just recently had a financial health check and it was so helpful. Highly recommend it!

Community Manager

@Andreasilverman That's great to hear, thanks for sharing! JohnS

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