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Financial Check-Up

At Bank of Luxemburg, we’re committed to getting our customers on the path to financial wellness by offering an annual check-up. It’s like the financial equivalent to your annual doctor’s visit. We’ll assess your current situation, celebrate what’s going well and identify any areas for improvement.

A financial check-up is easy! Simply call 920-845-2345 to speak with a banker and schedule an appointment. Until then, we recommend gathering the following materials to guide your discussion:

  • Paycheck stubs

  • Copies of bills
  • Mortgage summary
  • Loan summaries
  • Credit card statements
  • List of any secondary incomes

Allow approximately one hour for your financial check-up, and remember, this process is uniquely tailored for each customer. Start to think about your long and short-term goals, and we’ll develop a customized plan to help you achieve them.

 

Learn even more!

Watch our recent BOL Brief to learn more about how a financial check-up can benefit you.