Financial Resilience Check-Up
Get your personalized guide in minutes
Get your personalized guide to financial resilience
What if you could feel more confident about your financial future? The Financial Resilience Check-UpTM is your financial planning “starter kit.” Simply answer a series of targeted questions and get your own, personalized guide to better financial wellness.
With your results in hand, you’ll have the framework you need to build a detailed financial plan with one of our our expert advisors.
Meridian’s Financial Resilience Check-Up TM 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.
Your use of this tool is governed by: (1) these Terms of Use, and (2) Meridian’s Privacy and Security Notice, which describes what information we collect from our users and how we may use it. Please review both agreements thoroughly. By using this tool, you agree to these terms. If you do not agree, do not use the survey.
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