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

What Mortgage Can I Afford?

Helps users discover their ideal monthly housing payment and realize what that will mean for a total home price. Educates users about the factors that effect the cost of a mortgage. 

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Build Your Emergency Fund

Helps users define an emergency fund savings goal and describes how the user can reach that goal. Uses personalized input to create a unique goal.

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Am I Ready To Retire?

Guides a user through setting a retirement goal then evaluates a their current retirement savings to see if they're on track to meet it. Provides information about the potential costs and savings one might face during retirement.

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Create a Budget

Guides users in creating a budget that fits their lifestyle. Every dollar is assigned a job using the 50/30/20 budgeting guideline and users receive personalized advice for reducing their expenses.

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Term Life Insurance

Describes the reasons why term life insurance is valuable and how it differs from whole life insurance. Evaluates a user’s life insurance needs based on their current life situation and recommends a life insurance policy amount.

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Setting Up Your Business

Guides users in deciding on a business structure (sole prop, LLC, or corporation) by using personalized information and in-Coach decision trees, and provides resources for licensing their business in a particular state.

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Make informative decisions using one of our financial calculators.

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