Financial Planning Resources

Helpful Tips

Safety Tips

It is important to always be aware of your account activities. See tips on how you can keep your information safe every day.

There are moments in life where professional financial guidance can help with your peace of mind:

A compass on top of coins

Review The Numbers

Whether you're looking to make a large purchase or want to know how much to save, it's important to know your specific financial needs. Head over to our calculators to help make your decision easier.

Homebuyer Tips

Use our Home Buying Guides, such as the First-Time Homebuyer Guide or Construction Loan Guide, to learn more about the homebuying and building process. We also have a Home Renovation Guide for those who already have purchased a home and would like to take on a home renovation project.

Financial Readiness

Being financially prepared in times of uncertainty and unexpected expenses can greatly reduce stress and improve your well-being. It's never too late to improve your financial situation. Even during times of reduced spending, there are easy ways to trim your expenses and make good financial decisions.


FORUM Credit Union has a variety of tools and resources to encourage better saving and spending habits.  Each month in our newsletter we highlight financial topics to promote financial wellness.
  Visit SaveItUp

Financial Guidance

FORUM can help guide you on your financial journey with accounts and resources that will support you in any situation. 

Get Guidance

More From FORUM

This site uses cookies to provide information that will help us give you the best experience of our site, products and services.
You can learn more at our Privacy Policy page.
Live Chat