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Open a new HELOC and transfer a current HELOC balance at an introductory rate of 1.99% APR for the first 6 months.* Some restrictions apply. Learn More
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Financial Checkup


You schedule check-ups with your doctor and car mechanic, why not take a look at whether you’re making progress in your efforts to be financially fit. A Heartland Financial Counselor can meet with you when convenient and help determine where you are, where you want to be, and how to get there.

See how a Financial Check-Up helped Lee Anne get back on track!

What you can expect from your Financial Check-Up:

  • Credit Report Exam
  • Debt Inspection
  • Checking Account Review
  • Savings Study

During the Financial Check-Up, we get to know you and your unique situation before making any recommendations. After your appointment, we’ll complete an analysis and then follow up with specific recommendations.

Call, click or stop by any Heartland location for more information or to make an appointment.

Heartland's Certified Credit Union Financial Counselors

Doug RichardDeForest
Bradley Tabor Madison
LeAnn JenkinsDodgeville
Tammy Rickard CullenDodgeville
Sara CapesiusPlatteville
Danielle LynchPlatteville
Meagan FlemingPlatteville
Deb ShineePlatteville

Are you ready to change?

Join Heartland and grow with us.

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