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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

LeAnn Jenkins • Dodgeville

Doug Richard • DeForest/Madison

Sara Capesius • Platteville

Tammy Rickard Cullen • Dodgeville

Are you ready to change?

Join Heartland and grow with us.

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