What is a Key Financial Wellness Review®?
With a better understanding of your financial life, it's easier to enjoy what you love in life.
We know talking about money can be tough, so we’re ready with simple questions, straightforward ideas and zero judgment. Wherever you are on your financial path, we can point you in the right direction.
What to Expect
In just 30 minutes, an experienced banker will help you see where your finances stand and show you how to reach your financial goals – whether they include buying a bike, a house or just feeling more in control of your money.
We’ll talk where you are with your finances right now.
We’ll discuss your short- and long-term financial goals.
We’ll create a personalized, comprehensive plan to reach your goals.
What Clients said about their Key Financial Wellness Review1
Received answers to their financial questions
The review was personalized for their goals
It was helpful and showed steps to take to improve their finances