Financial Wellness Checkup
Let’s help you reach your goals in 2026.
Time for a checkup?
A financial wellness checkup with an EastRise expert could be just what the doctor ordered to start 2026. No cost, no judgment—just sound, personal financial advice to help you meet your goals.
Here are a few of the items we can go over during your financial wellness checkup.
Credit review
We can review your credit report for accuracy and potential ways you can improve your score.
Debt review
We can go over any debts, calculate your debt-to-income ratio, and, if need be, look into better ways to structure debt moving forward.
Cashflow review
Tell us about your day-to-day cashflow and we can go over appropriate targets for your expenses.
Savings review
What are you saving for? Whether it’s building your emergency fund or saving for an upcoming purchase, we can help you put together a savings plan.
Future planning
Do you have a plan in place for your long-term financial outlook? We can point you in the right direction for retirement plans, investment options, estate planning tools, and more.
Schedule a time
Select “Financial Wellness Checkup” from the list of appointment options to schedule an in-person meeting at your nearest branch with one of our team members. You’ll receive a confirmation email with more information about what to have with you for your checkup.
