You can accomplish great things in 2023!
As a part of our mission to "provide simple access to resources that help our members accomplish great things!", we want to hear about a goal that you would like to accomplish in the new year.
Do you want to buy a car? buy a house? establish an emergency fund? take a dream vacation?
Whatever it is, we want to be a help to you along your path to great things, and here's how:
- Please take a moment to share with us your goal;
- We'll note this on your account;
- From time-to-time ask you how it's going;
- Make any recommendations of how we can help;
- We'll help you celebrate when you reach your goal!
It's going to be a great year and we look forward to many celebrations!
Please complete the information on the form below:
* The information you provide on this form will enable our Team Members to follow up with you from time-to-time (either in person at one of our offices or via email) to see how your goal achievement is coming and make any recommendations on how we can help you reach your goal. Once you've achieved your goal, we look forward to helping you celebrate!
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