Here for You at Every Life Stage
PlanIt is a place for you to build your dreams and walk away with a financial plan to achieve them. Our goal is to be there for you at every life stage and give you the tools to help fulfill your definition of financial success.
How is Workers PlanIt Different?
- One-on-One Advice: You will meet with a certified Financial Coach in a confidential space to talk about where life has taken you and where you want to go. Together you will create a budget and develop a plan on how to move towards your dreams. Whether you are taking the first step, or are midway there, our financial wellness coaches are here to guide you in the right direction. No matter where you are in life, it is never too late to start your journey to financial wellness.
- A New Space to Help You Look Ahead: You’ll immediately notice the different look of our PlanIt locations. In addition to confidential areas to meet with your financial coach, a bright, modern space invites you to try some new technology that will help get you in the mindset of looking ahead.
- Ask Olivia: Interact with our Hologram, Olivia, to get answers to frequently asked questions in English, Spanish, Vietnamese and American Sign Language.
- Modern Take on Transactions*: Cash a check, make a deposit, pay your Workers loan, and more, all on our new Video Teller ATM (the newest version of an ATM). PLUS with the press of a button, a local Workers representative is available to assist by video chat.
Why Workers PlanIt?
You may be wondering, “Why the switch?” At Workers, we take pride in staying ahead of the curve and offering innovative ways to improve the daily lives of our members. You’ll still get the face-to-face interactions with the Workers branch staff that you know and love but they’ll be able to assist you even better than ever. With these changes, we are now able to offer the best of both worlds – the convenience of modern technology, and the added human touch to financial planning.
We encourage you to stop in and schedule an appointment with a financial coach to see how you can reach your financial goals!