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?

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.

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.

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.

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.

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.

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.

Make informative decisions using one of our financial calculators.

Explore