My $ Planner

Make the best financial decisions for you and your family using our NEW and powerful online personal financial planning tool – My $ Planner.

In addition to the ease and convenience of 24/7online access to account info and bill pay, we are now offering online budgeting and cash flow management via E-Branch. Import current account and investment balances from other financial institutions so you can see the complete picture of your financial situation all in ONE location.

Imagine being able to quickly view your banking transactions, investments, mortgage, credit card balances and financial goals all in one place, regardless of where you have the accounts. Now that’s convenience! Leverage the power of our new budgeting and cash flow management tools to plan for vacations, a new car or retirement. Just look at all these features and benefits:

  • View all of your account relationships in one place from a secure web site, accessible from any computer with internet access
  • Create “tags” to categorize and monitor your spending
  • Set long and short-term financial goals
  • Ask questions and engage in community discussions to help you be successful in achieving your financial goals

Best of all, My $ Planner is FREE to credit union members.

View our videos below on how to get started and a few of the features My $ Planner has to offer you.