Your Partner in Financial Wellness
Set up a financial health reviewAs your financial partner, we want to give your money a checkup to make sure it’s at its healthiest. Our bankers will guide you through a financial health checklist to better understand your priorities and give you financial confidence. Reach out to our Personal Banking team or visit a branch to get started.
What’s Covered in a Financial Health Review?
You have financial goals, but are you on track to achieving them? While this review will be tailored to your needs, our team is prepared to:
- Help define your financial priorities
- Assess your savings, debt, home, and retirement goals
- Review your digital banking needs
- Identify next steps for the future
Financial Calculators
Visualize your financial picture by trying out our interactive financial calculators.
Your Financial Health Checklist
Gain a better understanding of where you stand financially by accessing our free financial health checklist before you meet with our team.
Checklist topics include:
- Saving
- Debt management
- Home purchase and improvement
- Retirement
- Digital banking and fraud prevention
Frequently Asked Questions
No. Your Financial Health Review is complimentary, and you’ll receive personalized guidance based on your financial goals and needs.
We encourage you to contact your Personal Banker to set up a day and time for your Financial Health Review. You may also stop by a branch and speak with a member of our team about your options.
Most Financial Health Reviews take approximately 30 minutes. If additional time is needed, our team will be happy to accommodate you.
No. We’d be happy to visit with you about your financial health even if you aren’t a current customer.
There are plenty of benefits to switching to FNB. If you’re interested in opening an account with us, our team can answer questions about products and services during the same appointment.
Information such as account balances, a list of debts, retirement account statements, and savings goals can be helpful but are not required.
Before your appointment, we encourage you to review our financial health checklist to become familiar with the topics we’ll discuss together.
Let’s partner in your financial wellness
Taking care of your financial health is just as important as taking care of your physical health — and that’s where we come in.
Contact our team
