Personalized Financial Advice & Coaching

Here at First United, we have partnered with Banzai to give you interactive coaching that offers personalized financial advice.

What Mortgage Can I Afford?

Discover your ideal monthly housing payment and understand what that will mean for the total home price. You can also learn about the factors that affect the cost of a mortgage.

Build Your Emergency Fund

Define your emergency fund savings goal and learn how you can achieve it. By providing personalized input, a unique goal can be created just for you.

Am I Ready To Retire?

You'll be guided through setting a retirement goal, then your current retirement savings will be evaluated to see if you're on track to meet it. You'll also receive information about the potential costs and savings you might face during retirement.

Create a Budget

You'll be guided in creating a budget that fits your lifestyle. Every dollar will be assigned a job using the 50/30/20 budgeting guideline, and you'll receive personalized advice for reducing your expenses.

Setting Up Your Business

You'll be guided in deciding on a business structure (sole prop, LLC, or corporation) by using personalized information and in-Coach decision trees. Additionally, resources will be provided for licensing your business in a particular state.

Make informative decisions using one of our financial calculators.

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