Open Navigation Menu Log In Financial Wellness Plan Talk with a Clearview financial expert who will review your finances and recommend solutions to reach your goals. Request a Consultation Open an account Pages within about financial wellness Let’s sit down and see exactly where things stand. Clearview’s free Financial Wellness Plan helps your hard-earned money work best for you. We do this by listening to your goals and working with you to position your current loans or savings in a way that allows you to achieve those goals by saving money on loan interest and earning more money on savings interest. What you can expect The Financial Wellness Plan is a way for us to understand your financial picture. It starts with a conversation about your current financial situation and your short-term and long-term financial goals. Our experts will take the time to review your credit report in detail and analyze your current budget. During our consultation, we'll discuss: Income Expenses Debts (mortgage, auto loan, credit cards, etc.) Major life changes Overall financial goals Once we’ve reviewed your current financial picture, our experts will provide you with personalized solutions. This could include reducing your monthly bills, giving you consolidation options to lower rates and payments, or establishing a savings plan. Check out our frequently asked questions for more information. If you're ready to start the journey towards financial well-being, fill out the form below. What's included? Expert help Customized plan No obligation Request a consultation First Name Last Name Phone Email Address Preferred Method of Contact Email Phone Already a Clearview member? Yes No Best time to reach you by phone? Select... 9 a.m. - 11 a.m. 11 a.m. - 2 p.m. 2 p.m. - 5 p.m. 5 p.m. -8 p.m. Comments reCAPTCHA Financial Wellness Plan FAQs What should I expect from my Financial Wellness Plan? What information do I need to have in order to begin my Financial Wellness Plan? Will your experts perform a hard pull on my credit? How long does a review take? Do I have to go into a branch to get my Financial Wellness Plan? Do I have to be a member to have a Financial Wellness Plan? Is there a fee involved? Do I have to do what the experts suggest? Do I need to have a lot of money? Recommended for you Refer today Refer a friend Share the benefits of being part of the Clearview family with your friends and family! When you refer a new member to Clearview, we’ll pay you and the person you refer $50! Get results “Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016 Learn More - Go to membership page Get helpful financial tidbits and good news straight to your inbox once a month! Submit link to facebook page link to instagram page link to twitter page link to youtube page link to LinkedIn page Popular links Contact us Financial calculators Find a location Open an account Apply for a loan View all rates About Clearview Clearview blog Clearview Cares ® Careers Refer a Friend Tell Us Your Story #BetterLife Helping people to enjoy a better life. Clearview Federal Credit Union offers valuable banking solutions including checking accounts, savings accounts, mortgages, personal loans, home equity loans, credit cards and more. Bank online, with our mobile app, or visit any of our convenient locations including Brentwood, Butler, Canonsburg, Center Township, Chippewa, Delmont, Hopewell Township, Kennedy Township, Latrobe, Lower Burrell, McMurray, Monroeville, Moon Township, Robinson Township, Sewickley, Shadyside, Wexford, PA and East Liverpool, OH. Routing number 243083237 Care Center 1-800-926-0003 M-F 8 a.m. - 6 p.m., Sat 9 a.m. - 2 p.m. Disclosures Online Privacy - opens in new window Privacy - opens in new window Sitemap Website Accessibility Copyright © 2021 Clearview Federal Credit Union