Financial Outlook Plan
Question 2
Do you have children under the age of 18?
Question 3
Which of the following best describes your current living situation?
Question 5
Are any of these life changes recent, ongoing, or expected soon (within the next two years)?
Choose one or two
Question 4
What is your gross annual household income?
Question 6
If you plan to contribute to your children’s post-secondary education, have you saved enough,
or are you on track to save enough?
Question 7
How much do you have saved for your retirement?
Question 9
Which of the following statements best describes how your household has
paid its mortgage over the last 12 months? My household has:
Question 9
Which of the following statements best describes how your household has paid its rent
over the last 12 months? My household has:
Question 10
How much does your household carry in unsecured debt
(credit cards, unsecured lines of credit)
Question 11
How much does your household owe in secured debt (mortgage, home equity line of credit)?
Question 12
What percentage of your gross household income do you put towards retirement savings?
Question 13
What are your top financial goals? Choose up to 3 options.
Question 14
Are you currently a Member of Meridian Credit Union?
Your Financial Resilience Check-Up
You’ve told us where you are in life, what your current finances look like and what your hopes are for the future. With all that in mind, we’ve made some recommendations. They can help you strengthen your financial position (and keep it strong), reach your goals, and be ready to handle whatever may come your way.
Your top goals
Your current life events
Saving for education
Question: “If you plan to contribute to your children’s post-secondary education, have you saved enough, or are you on track to save enough?”
Saving for retirement
Question: “How much do you have saved for retirement?”
Set up an emergency fund
Question: “How much do you have saved for emergencies?”
Question: “Which of the following statements best describes how your household has paid its over the last 12 months.”
Question: “How much does your household carry in debt?”
This Financial Resilience Check-Up is a good starting place.
Your next step: Bring this document to a meeting with a Meridian Advisor.
Together, you can explore your options, make a customized plan and set it in motion.
Meridian’s Financial Resilience Check-Up is offered on this website by Meridian Credit Union. This tool is intended entirely for the benefit of the individuals using it. We only use the information entered by an individual completing the survey to provide that individual with results and resources to support their financial goals. If an individual requests a meeting with a Meridian Advisor to discuss their Financial Resilience Check-Up, some of their information and results will be provided to the Advisor. Our only goal here is to help Member’s understand their personal finances and financial future by looking at their finances, habits, and needs as a whole.
Financial Resilience Check-Up
Your top goals
Your current life events
Saving for education
“If you plan to contribute to your children’s post-secondary education, have you saved enough, or are you on track to save enough?”
Saving for retirement
“How much do you have saved for retirement?”
Set up an emergency fund
“How much do you have saved for emergencies?”
Paying the mortgage
“Which of the following statements best describes how your household has paid its over the last 12 months.”
Get out of debt
“How much does your household carry in debt?”
Our Contact Centre Representatives are available to answer questions and help you with your banking. Monday - Sunday: 8:00am - 12:00am. If you'd prefer to book a meeting with an advisor to discuss your plan you can do so at MeridianCU.ca/contact-us
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