5. Connect with an advisor

Now that your debt is paid off and you have more than 3 to 6 months of expenses saved, it's time to connect with an advisor.

Tip 1: Schedule a complimentary, introductory meeting with a financial advisor.*

It only takes a few minutes to schedule a no-cost, no-obligation consultation.

Financial advisors can help you create financial plans and assist with goal setting, budgeting, reviewing current investments, and helping with 401(k)s, IRAs, and Roth IRAs.

Make an Appointment

Tip 2: Plan ahead before meeting with your advisor.

Here’s what you can expect to talk about with your advisor and how they can help:

Determine and prioritize your goals.
Identify resources to help you fund your goals.
Discuss income and retirement.
Create a personalized plan.
Review and put your plan into action.

Tip 3: Follow up with your financial advisor at least once a year.

Staying connected with your advisor can help you adjust your course to financial freedom as needed and keep you on track to retire with confidence.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.