Complimentary for Soarion Members!

Financial Crosscheck

Take advantage of a complimentary financial consultation with our friendly and experienced Member Advocacy Advisors as they offer guidance on how to take your money higher!

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Above and Beyond Banking

Aircraft are checked and rechecked in order to fly. It's the same with your financial journey. Before you can soar to your fullest potential, you need a crew who can validate and optimize your financial tool box.

That's where Soarion Member Advocacy Advisors come in. They are your on-demand crew who can help you climb to new heights with a personalized Financial Crosscheck.

The best part? Their services are complimentary to you as a Soarion Member.

We offer over-the-phone and virtual meeting options, so you can get one-on-one financial guidance from the comfort of your own home.

Receive Guidance On:

Constructing a Budget

Building Up Your Savings

Planning for the Future

Protecting Your Investments

What can I expect from my Financial Crosscheck?

Our knowledgeable Soarion Member Advocacy Advisors will engage in a personalized one-on-one discussion with you to delve into your assets, expenses, and liabilities. Together, we will devise a tailored financial strategy designed to propel you toward greater heights.

Exclusive Benefit for Soarion Members!

This invaluable service is extended to all Soarion Members. It is just one of the many benefits of being a valued Member of Soarion Credit Union. And remember, should your circumstances evolve, you're welcome to request another review anytime. Reach out to us today to embark on this journey towards financial empowerment.

So Why Wait?

Schedule your Financial Crosscheck today and let your finances soar!

Schedule Your Appointment

Looking for other Financial Tools?

Check out other resources like our Financial Literacy app, Zogo!

Learn More