Financial Wellness Plan

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

Request a consultation Open an account

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 dividends.

What you can expect with a Financial Wellness Plan

We want 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, student loans, 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
  • Personalized solutions
  • ​No obligation
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.
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.
Our main goal is to ensure the financial wellbeing of our members and to help them enjoy a better life. We're confident we can provide suggestions to everyone, regardless of wealth or debt.
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."
This is a totally free service.
After discussing your short-term and long-term goals, our experts will ask for your permission to perform a hard inquiry on your credit report. This information is essential for our experts to put together a plan to help you get where you want to be in a way that works with your lifestyle and budget.

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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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“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
Clearview has been there for me for the past 30 years. Great people to work with! Carmen, Member since 1979
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Become a member- Become a member
I started using the Bill Pay service about a year ago and really love the convenience of paying several of my bills this way. Warren, Member since 1996
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