Financial Check-Up

Dreaming of a fresh financial start for 2018?
Book a December appointment* and pick a present from our tree!
Could be a GIFT CARD, could be CASH! (Only Santa knows for sure.)

The holidays can be a financially stressful time. Come talk to us about your hopes and plans. We’d love to get to know you better.

TCU can help you plan a budget that best fits your lifestyle. What are your goals? How can we help you achieve them? Whether it be a new home, a few renovations, maybe a new boat or sunny vacation, you name it. TCU can help you set smart financial goals for the short-term and a brighter future.

During our conversation we will work with you to get a better idea of your current financial situation. From there we will discuss your short and long term goals. Then we will look for opportunities to make your goals easier to achieve. This may include:

  • Budgeting- are your day to day finances on track to support your larger goals?
  • Fees- can we find any savings?
  • Current debt- can any outstanding debt be consolidated to lower interest costs or payments?
  • Investments- are all your investments performing as well as they could?
  • Wills- will all the people you care about most be well looked after?

Get started today! Book an appointment with one of our account managers and see how we can help you.

*Some restrictions may apply.

 

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