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Untap Your Potential with a Relationship Review

Untap Your Hidden Potential

Have you ever bought something only to get a coupon the next day? Few things are more frustrating than feeling like you’ve missed out on cold hard cash. And that’s one of the reasons why we wanted to make sure you know about our wallet-fattening, goal-reaching, totally free CommunityAmerica perk: Relationship Reviews.

What’s a Relationship Review?

During a Relationship Review we dive into your full financial picture. Yes, we’ll look at the relationships that you have with us, but we can also review loans, credit cards, mortgages, etc. that you have with other financial institutions. Our ultimate focus is to make sure you’re on your way to financial peace of mind. Here are some hidden gems that may come up in a Relationship Review: 

  • Have an auto loan1, mortgage or credit card elsewhere? We can see if it makes sense to refinance with or transfer to us, potentially saving you money each month2.
  • Want to work on improving your credit score? We can help you come up with a plan
  • Is someone in your life college-bound? You can meet with one of our College and Career Planning Consultants for FREE3.
  • Planning for retirement? We have an entire team devoted to helping you reach your investing goals4.
  • Are you maximizing your Profit Payout Potential?A quick look and our teammates can help determine if there’s a way to increase your share.

Prep Work

You’re more than welcome to swing by any of our branches and ask for a Relationship Review. But if you really want to get the most out of your experience, we encourage you to follow these steps:

  1. Make an appointment with us – you can even do it online.
  2. Start thinking of what your personal financial goals truly are and if there are any areas where you feel financial stress.
  3. Bring along current statements on outside mortgages, credit cards, and auto loans (not required, but super helpful for the process).

After the Relationship Review

Our team can be as involved as you want or need us to be. Depending on what you want to achieve, we can determine how often you want us to check-in – or if you just want to take it and run. Just know that your CommunityAmerica team is ready to start cheering “Go You!”

We’re proud to say that we’ve helped countless members reach their goals, thanks to these Relationship Reviews. Ready to get started?

Make an Appointment


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