Get a full financial checkup
Guided Help
Personal financial wellness is a complimentary service for LGFCU members and those eligible for membership. It all begins with your financial checkup. You provide an LGFCU Certified Financial Counselor with information about yourself; we provide you with a personalized summary of your current financial situation. You'll also receive suggestions for managing your money, follow-up planning services or assistance to reduce or eliminate debt.
Download and complete the Personal Financial Overview to begin the financial wellness process.
LGFCU does not offer specific investment advice, nor will we recommend a specific course of action. Our goal is to inform and educate, empowering you to make the right decisions to achieve your long-term financial goals.
Do-it-Yourselfers
If you prefer to work on your own, download and complete the use the Personal Money Management Workbook to guide you through the entire process.
Once you know the status of your financial health, you can begin setting financial goals such as buying a house, a car, or saving and investing for retirement or to generate income. Delve further into topics of interest in our Learn section and find ways to get started on the plan you've created in the Act section.
Of course, if questions arise you can always discuss your situation with a member of our Financial Wellness staff at any time. Just call 877.367.5428 or e-mail financialplanner@lgfcu.org. Please note: We recommend that you do not send confidential information, such as financial account numbers or social security numbers, by regular e-mail.
Debt Reduction Plan
a strategy to pay off your debt in the shortest amount of time with the greatest savings in interest
