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Visualize Your Goals with Goal Builder

In today’s fast-paced world, managing finances efficiently is crucial for achieving your long-term goals. Whether you’re saving for a dream vacation, buying your forever home, or planning for retirement, having a clear roadmap is essential. To empower our members with comprehensive financial planning tools, we’re excited to introduce Goal Builder, an innovative feature integrated into our online banking platform.

What is Goal Builder?

This new feature is a dynamic financial tool designed to help you set, track, and achieve your financial goals seamlessly. Accessible through our online banking platform, Goal Builder simplifies the process of planning for your future.

Getting Started

From one account, you can manage multiple goals and visualize your progress toward each one. You are able to designate money for a specific goal without having to transfer any funds.

To enroll in Goal Builder, click on the Get Started button in the Goal Builder widget in your online banking dashboard.

After you click, you will be prompted to attach an account to your goals. Goal Builder will then take you through the steps of setting your first goals. Remember, you can only attach one account to Goal Builder at a time, so choose carefully.

Setting Your Goals

Everyone’s financial situation is unique. Goal Builder includes 10 pre-set categories and one create-your-own category so you can decide which one or multiple categories you want to build goals around.

  • Rainy Day
  • Charity
  • Education
  • Engagement Ring
  • Gifts
  • Homeownership
  • Investments
  • Retirement
  • Travel & Vacation
  • Vehicle

One thing to note: the Rainy Day goal is unique. This goal is ongoing and cannot be moved to completed. It exists to allow you to continuously save for those unexpected expenses, so you can always be ready no matter what comes your way.

Key Features

Progress Tracking:

Tracking your progress is essential for staying motivated. Goal Builder offers real-time tracking of your savings, giving you a clear overview of how close you are to reaching your targets. Visual representations, such as progress bars and charts, make monitoring your financial journey engaging and informative.

Automated Contributions:

Consistency is key to successful financial planning. With Goal Builder, you can set up automated contributions towards your goals, ensuring that you stay disciplined with your savings strategy. You set the rules for recurring transfers, being set aside to your goal, into the individual account or assign a percentage of each deposit going towards your goal. Setting up automation simplifies the process and removes the need for manual intervention.

Adjustments and Flexibility:

Life is unpredictable, and your financial goals may evolve over time. Goal Builder allows you to adjust your targets, timelines, and contribution amounts as your circumstances change. Whether you receive a windfall or encounter unexpected expenses, you can adapt your plan accordingly to stay aligned with your objectives.

Start Saving Now

Ready to take control of your financial future? Log into online banking and explore the power of Goal Builder, available on both mobile and desktop devices. Whether you’re planning for short-term milestones or long-term aspirations, Goal Builder is your trusted companion on the path to financial success. Start setting and achieving your goals today!