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.