LEARN & EARN

financial success

Financial Maintenance

Financial success is all about balance, perspective, knowledge, values and your true definition of happiness.

Maybe your finances are just fine and you don’t need any help. You are happy, you have a process that aligns goals and actions, and already find yourself successful and nearing a comfortable retirement.

Maybe you are in the middle, starting a new career or a family. Maybe you are entering a mid-life phase and struggling with the task. Maybe you scrape paycheck to paycheck just trying to get your debt under control.

But what if you could do better no matter the state of your finances ?

Everybody agrees that a vehicle rides smoother and more enjoyably when the wheels are in alignment and the engine is tuned up, but an engine still runs even when it’s out of balance, low on oil, and making strange noises.

Finances, just like motor engines, require regular maintenance and service in order to run efficiently.

For the first 10 members ready for their next steps to financial success, DECU  offers a complimentary maintenance slot in our pilot program.

What Do You Need to Succeed?

Setting goals and thinking about the future is something most people love to do. But sorting out goals from daydreams can be tricky and confusing and lead to even more questions. We need accountability networks to support our goals and the positive changes we want to make.

Your financial vision for the future depends on your response to these 5 questions:

  • What do you need to do to accomplish your financial goals?
  • What must you do to make those goals reality?
  • What habits and skills do you need to develop?
  • What connections do you need to make?
  • What activities should you try?

This is where I come in, to be that trusted accountability partner that will help you on your journey to a more financially fit version of you.

Together, we will review your current financial situation, discuss what is important to you and discover areas for improvement, then decide how to put you on a path to success.

  • We will do a full financial review to determine potential areas to save you money on loans and earn more money on deposits.
  • We will give you online interactive tools to keep your finances organized and in one place. We will utilize spending and budgeting tools to help keep you on track.
  • We will set goals that matter to you and meet regularly to track progress, discuss areas of success and recalibrate where needed as your life changes.

The Pilot Program

Your participation includes:

  • Commit to improving financial fitness through accountability.
  • Set short term goals and measured checkpoints along the way.
  • One-on-one FSM info and tutorial consultations.
  • Comprehensive onboarding process, intake assessment, financial review, initial discovery consultation, followed by monthly check-ins.
  • Online tools to streamline your profile, gain financial insight and organize information.
  • Survey and feedback questions to measure program benefits.

DECU’s commitment in the Pilot Program includes:

  • Complete and thorough analysis of your current financial situation.
  • Develop a specific strategy to achieve your objectives.
  • Provide specific advice and recommendations to make the strategy work.
  • Answer questions you may have and provide additional help as needed.

The Pilot Program

Your participation includes:

  • Commit to improving financial fitness through accountability.
  • Set short term goals and measured checkpoints along the way.
  • One-on-one FSM info and tutorial consultations.
  • Comprehensive onboarding process, intake assessment, financial review, initial discovery consultation, followed by monthly check-ins.
  • Online tools to streamline your profile, gain financial insight and organize information.
  • Survey and feedback questions to measure program benefits.

DECU’s commitment in the Pilot Program includes:

  • Complete and thorough analysis of your current financial situation.
  • Develop a specific strategy to achieve your objectives.
  • Provide specific advice and recommendations to make the strategy work.
  • Answer questions you may have and provide additional help as needed.

More or Less

For some people, the word “more” is all the motivation they need. More work. More money. More stuff. More action.

For others, the notion of success is best defined by the word “less”: Less debt. Less stress. Less stuff. Less hassle.

Regardless whether you consider yourself a “more” or a “less” person, it’s all a matter of perspective, and it reflects the time, energy and attention you are willing to invest in order to live in alignment with your values.

Some things you can’t control, like interest rates, economic cycles, market reactions and world events. But there are plenty of factors that you can control and even predict.

Determine what you need “more” of and what you need “less” of. Create a process to support your dreams and live in the moment with less stress.

Let's Get Started

Ready to take advantage of this awesome opportunity? Still have questions before you decide? Please feel free to email or call.

I look forward to working with you.

Tom Tobin DECU Business Development Manager

Tom Tobin

Financial Success Manager NMLS 1164269
(309 )743- 2791 • tomt@deereemployeescu.com