Free Financial Planning Tools from EECU

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EECU offers a variety of free tools to help you work toward your personal financial goals. Take advantage of these opportunities to make your financial picture a reality today.

Certified Financial Planners

Every EECU branch has a certified financial planner (CFP) to help you understand and create an action plan for your unique financial needs. Schedule an appointment with one today by calling your nearest EECU branch.

EECU Investment Services

Our Investment Services department can help you plan for your long-term savings goals including retirement. If you have funds you would like to invest, you can schedule a free consultation to discuss which opportunities best fit your needs.

FinanceWorks™ Budgeting Software

Built into your Online Banking portal, FinanceWorks™ allows you to track your spending automatically and set budgeting goals. You can even view all your accounts (including non-EECU accounts) in one place to manage all your finances.

Financial Calculators

The math behind financial planning can get complicated. Take advantage of these easy-to-use calculators to help plan more realistic savings and payment goals.

North Texas Insurance Services

Did you know you can secure insurance policies for your vehicle, home or RV through EECU’s North Texas Insurance Services? Our representatives will shop around carriers to make sure you get the best rate and have the coverage that fits your needs. You can get a free quote any time!

Paying for College

EECU provides you with numerous resources to help plan for one of life’s biggest expenses. Whether you’re searching for scholarships or need help filling out your FAFSA, you can find all the information you need here.

See Also: EECU – A Better Way of Banking™
See Also: 5 signs you’re spending too much

One thought on “Free Financial Planning Tools from EECU

  1. Actually, I have gone through some of the tools from other services but looks like it’s a great improvisation from EECU. Budgeting software is a great Financial Planning tool and it should be used by each and every Planner who dedicatedly plans their finance.

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