SESLOC Federal Credit Union
INTRODUCTION
COMMUNICATE
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
•
MERGE ACCOUNTS
REVIEW BENEFICIARIES
REFINANCE
Ground Rules:
Check with your partner before making a large purchase.
Establish who will track spending, review statements, and pay bills.
Make it a date each month to review your spending plan, track your progress, and celebrate your success.
© 2003-2008 Credit Union National Association Inc.
