Financial Fitness Checkup

The Financial Fitness Checkup is a service offered by the MEMBERS Financial Services program located at Southeast Financial Credit Union. In order to help us better serve you, please use the form below to tell us about your current priorities and future plans that have an impact on your overall financial health. After you submit the form, a representative from the MEMBERS Financial Services program will be in touch with you soon to schedule your Financial Fitness Checkup.

Future Plans

Based on your future plans, what important information will you need to be prepared? Select all that apply.

What other important life events are ahead for you?

Current Priorities

Which of these important life events are in your future? Select all that apply.

List any other topics of interest

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1580985.1-0816-0918