Financial Health Check

Just like your physical health, your financial health is equally just as important.

Personally delivered, our Financial Health Check is designed to provide powerful, insightful one-on-one sessions to coach you through saving, spending and borrowing. Free and confidential, we can help you set goals, identify barriers and create a vision for financial freedom.

Don’t do this alone.

Take action and schedule a Financial Health Check today.

What are Your Goals?

Breaking Free from Debt
Understanding Credit Reports
Smart Spending Habits
Investing in Your Future
Personal and Family Budgeting
Preparing for Retirement

Schedule an Appointment

Enter some basic information below and we’ll be in touch to finalize your free Financial Health Check:

First Name*
Last Name*
Email Address*
Phone Number*
What are your financial goals?*
Meeting Preference* In-PersonPhoneVideo Conference
Scheduling Preference* Day of WeekMondayTuesdayWednesdayThursdayFriday
Time of DayMorningMid-MorningAfternoonLate-Afternoon

Get In Touch

Phone: (888) 932-8148
Fax: (919) 474-0547

WFCU Toll-Free Numbers
Toll-Free: (888) 932-8148
Toll-Free Emergency: (866) 803-3267
WFCU’s Routing and Transit: 253177120
NMLS #411459

Headquarters and Main Branch

10810 Chapel Hill Rd.
Morrisville, NC 27560
(919) 474-3240 Open An Account

We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act
Your savings are Federally insured to at least $250,000 and backed by the full faith and credit of the United States Government (National Credit Union Administration, a U.S. Government Agency).
This Web site is intended only for
persons over the age of 13.
The Tree Swirl Service Mark is a registered trademark of Welcome Federal Credit Union. Unauthorized use is prohibited.

THIRD PARTY SITE DISCLAIMER – By accessing the noted link you will be leaving Welcome FCU website and entering a website hosted by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Welcome FCU website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Welcome FCU. Click ‘Continue’ to continue or ‘Cancel’ to abort

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