Guardian FCU
Learn more about making a spending plan from GFCU
Contact our Financial Counselor
INTRODUCTION
COMMUNICATE
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
MERGE ACCOUNTS
REVIEW BENEFICIARIES
•
REFINANCE
As you review your beneficiaries, gather your insurance policies to identify overlaps and gaps.
You may find that you can save money with a family policy or that you're underprotected.
© 2003-2009 Credit Union National Association Inc.
