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Financial Goals and Resource Guide

Our interactive tool provides free and quick advice personalized to your financial goals.

Log in to Online Banking

Financial Guidance in About 5 Minutes

We know researching the best options for your financial needs takes time, so we created this quick tool to help you reach your goals faster – with no documents or credit check required.

How The Guide Works

Answer a few easy questions about your financial goals, income, and expenses. We'll provide instant recommendations and resources, tailored to your financial situation.

Each recommendation includes real-world actions you can take, along with explanations of how those actions might help.

Goals the guide can help with

  • Building a savings plan to cover emergencies or avoid debt
  • Decreasing or paying off debt
  • Budgeting and money management
  • Organizing spending and finances

Customize goals to match your changing life

You can add or remove financial goals and change your answers to questions at any time. Work on your goals at your own pace.

Instructions For Using the Guide

Step 1: Log into your Online Banking account from your desktop or laptop. (Please note the Financial Goals and Resources Guide is not available from the mobile app.) If you haven't already, enroll in Online Banking.

Step 2: Choose Financial Goals & Resource Guide under Related Tasks on the right-hand side of the screen.

Step 3: Choose Get Started to begin.

Frequently Asked Questions

The Financial Goals and Resource Guide is designed to help you set up your goals in five minutes or less. After you've selected your financial goals and answered a few questions, you'll immediately receive personalized recommendations, tips, and resources to help you improve your financial health now and in the future. Return any time to review your personalized recommendations and access resources.

We don't require any documentation or credit checks to use the Financial Goals and Resource Guide. Simply answer a few quick questions about your income, expenses, and financial goals.

All members are eligible for free, confidential, one-on-one Financial Health Check sessions with BECU financial coaches. The average session runs 40 to 50 minutes and is conducted by phone. Learn more about Financial Health Check and schedule your free session and check out BECU's other financial health tools.

Contact Us for Questions About Financial Health