Financial Health Checkup

"How's my financial fitness? To be honest, I probably could use a few ideas on how to shape up."
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Let's sit down and see exactly where things stand.

Your Pittsburgh-area doctor gets a picture of your overall health by asking about diet, exercise, and sleep habits. At Clearview, we get a snapshot of your financial fitness by asking about debts, jobs, and major life changes. After we understand where your money is coming from and where it's going, we provide personalized solutions that help you move forward. Unsure whether you need a Financial Health Checkup? If you answer yes to any of these questions, we can probably help.

  • Are you starting a new job?
  • Do you have student debt?
  • Do you have a lot of credit card debt?
  • Is the interest rate on your credit card too high?
  • Are you getting married?
  • Are you pregnant?
  • Is your child going to college?
  • Are you going to college?
  • Have a dream vacation in mind?
What's included?
  • Financial checkups are free
  • One-on-one consultations
  • Personalized solutions 
1.50% APY
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“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016
Learn More- Go to membership page
Learn More- Go to membership page
Still have questions about Financial Health Checkup?
The Financial Health Checkup is way for us to understand your financial picture. It includes a simple, high-level overview of your current budget and credit reporting information, as well as your savings goals, both long-term and short-term. Our experts will take the time to review your credit report in detail and analyze your current budget (including credit cards, mortgages, auto loans, as well as household expenses). They will also look for ways to create room in your budget for “paying yourself” savings opportunities. Once they’ve reviewed your current financial picture, our experts will provide you with personalized solutions. This could include reducing your monthly bills, giving you consolidation options to lower rates and payments, and a savings plan.
We will want to take some time to understand your current situation and where you would like to be. Having an idea of your dreams, retirement goals, and current banking habits could help. Once our experts share their ideas for your personalized solutions, we will ask for additional information.
Our experts will order a credit report with your consent in order to thoroughly review your credit history. If you would prefer, you can also provide a copy of your current credit report for our experts to review.
You should hear back from one of our experts within 2-3 business days from your initial inquiry. We view the Checkup as an on-going conversation in which we work with you to achieve financial wellness. Beyond the initial inquiry, we will reach out to you periodically to check-in on your “health.”
Not if you don’t want to! You can get started on your Financial Health Checkup using this form. You’ll give Clearview permission to obtain a credit report and our experts will begin your checkup.
Our experts can discuss ideas we have for members and non-members. But to really take advantage of all we can offer, being a member is the best option.
This is a totally FREE service.
No. But keep in mind that we are thinking of your best interests. Whether you want to take advantage of our options, wait until a later date, or not, we are willing to perform the Checkup. Most importantly, we’re willing to revisit your options any other time. This is not a limited time offer - the Financial Health Checkup is available to you at any time.
A Financial Health Checkup is not dependent on having a large sum of money. Our main goal is to ensure the financial wellbeing of our members and to help them enjoy a better life. We are confident we can provide suggestions to everyone , regardless of wealth or debt.