Financial Wellness Plan

Our experts will help you understand your finances and achieve your goals with our Financial Wellness Plan. Even if you think everything is perfect, it doesn't hurt for us to take a look.

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Let’s sit down and see exactly where things stand.

Clearview’s Financial Wellness Plan helps your hard-earned money work best for you. We do this by listening to your goals and working with you to position your current loans or savings in a way that allows you to achieve those goals by saving money on loan interest and earning more money on savings interest.

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?

Let's get started.

What's included?
  • Expert help
  • Customized plan
  • ​No obligation

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I'd like to get the most of every dollar.

With our Savings Certificates, you're sure to find an account that pays exceptional interest rates and moves you closer to your goals.

Still have questions about Financial Wellness Plan?
The Financial Wellness Plan 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 Wellness Plan 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 provide a plan. Most importantly, we’re willing to revisit your options any other time. This is not a limited time offer - the Financial Wellness Plan is available to you at any time.
A Financial Wellness Plan 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.
“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