Don’t Neglect Your Finances. Get Your Financial Checkup Today!

Just like you wouldn’t skip your annual physical, it’s important to schedule regular checkups for your finances too! A financial checkup is a chance to assess your current financial health and make sure you’re on track to reach your goals.

  • Get a clear picture. A checkup helps you understand your income, expenses, debts, and savings. This big-picture view allows you to make informed decisions about your money.
  • Stay on track. Are you saving enough for retirement? Is your debt under control? A checkup can identify areas where you might need to adjust your plan.
  • Peace of mind. Knowing your finances are in good shape can reduce stress and help you sleep better at night.
  • Plan for the future. Whether it’s a dream vacation, a new car, or a comfortable retirement, a checkup can help you create a roadmap to achieve your goals.

Even if you feel like your finances are in order, a checkup is still a valuable exercise. It can help you identify areas for improvement and ensure you’re on the right track for the future.

Check out SmartMoney Online, powered by Enrich, today to update (or start) your checkup today! Enrich can help you assess your finances — in less than 5 minutes — and recommend tools, content, and courses for your goals.

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Who We Are

Established in 1940, First Commerce is a full-service, not-for-profit credit union with locations across North Florida and South Georgia. We are a member-owned cooperative and committed to the communities we serve. Our purpose is to empower people to enhance their financial well-being by helping them achieve their financial goals – whether it’s simplifying their day-to-day finances, buying their first car or home, or building a great retirement. When you bank with First Commerce, you get a truly personal experience backed by 80 years of financial expertise.