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Get a comprehensive view of your financial situation using the workbooks listed below. Each section is a compilation of calculators combined with pertinent articles and links. After completing the five workbooks you will walk away equipped with the knowledge to start making your financial goals a reality.

Remember to save your work during each session so you can come back to it at a later time.

Workbook 1: Five Steps to Taking Control of Your Finances

  • Size up your current financial situation
  • See where your money is going
  • Create a saving and spending plan

    Workbook 2: Five Steps to Taking Charge of Your Debt

  • Get a handle on your debt
  • Make a plan for the best way to pay off your loans
  • Learn how to borrow smart

    Workbook 3: Five Steps to Evaluating Your Insurance Coverage

  • Figure out how much and what types of insurance you need
  • Learn the basics about various insurance coverages

    Workbook 4: Five Steps to Planning Your Retirement

  • Estimate how much you need for retirement
  • Check out your expected Social Security
  • Learn how to make the most of your retirement investments

    Workbook 5: Five Steps to Planning for your Child's College Education

  • Estimate your college expenses
  • Learn the best ways to save and invest
  • Get the facts on financial aid.


    Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

    You are accessing services provided by CUNA Mutual Group. While these services are brought to you through an agreement between Chartway Federal Credit Union and CUNA Mutual Group, CUNA Mutual Group is primarily responsible for the content. Privacy and security policies may differ between Chartway Federal Credit Union and CUNA Mutual Group. You should understand that if you conduct business here, you are conducting business directly with CUNA Mutual Group. Click here to return to Chartway's web site.

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