Financial Wellness Plan

Talk with a Clearview financial expert who will review your finances and recommend solutions to reach your goals.

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

Clearview’s free 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.

What you can expect

The Financial Wellness Plan is a way for us to understand your financial picture. It starts with a conversation about your current financial situation and your short-term and long-term financial goals. Our experts will take the time to review your credit report in detail and analyze your current budget.

During our consultation, we'll discuss:

  • Income
  • Expenses
  • Debts (mortgage, auto loan, credit cards, etc.)
  • Major life changes
  • Overall financial goals

Once we’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, or establishing a savings plan. Check out our frequently asked questions for more information.

If you're ready to start the journey towards financial well-being, fill out the form below.
 

What's included?
  • Expert help
  • Customized plan
  • ​No obligation
The Financial Wellness Plan is way for us to understand your financial picture. It starts with a conversation of your current financial situation and you short term and long term financial goals and putting together a plan that works for you and your household to reach those goals. 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.
After discussing your short term and long term goals, our experts will perform a hard inquiry on your credit report with your permission in order to put together a plan that will help you to get where you want to be, and works with your lifestyle and budget.
You should hear back from one of our experts within 2-3 business days from your initial inquiry. We view the Financial Wellness Plan as an ongoing conversation in which we work with you to achieve financial wellness. Beyond the initial inquiry, we'll 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 reviewing your information.
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're thinking of your best interests. Whether you want to take advantage of our options, wait until a later date, or not, we're 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.

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Clearview has been there for me for the past 30 years. Great people to work with! Carmen, Member since 1979
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