Synergy CU Preloader 80X80
SIGN IN
JOIN US SIGN IN

BLUEPRINT FOR YOUR FUTURE

Just like building a real home, your finances deserve a strong framework—one built with the right tools, guidance, and vision. Your Financial House is a way to visualize and understand the key parts of your financial life—from emergency funds and protection planning to managing debt and setting goals. Knowing how these pieces fit together empowers you to make confident decisions and plan for what’s ahead.

This video introduces Synergy Credit Union’s Financial House—a practical framework that helps you build financial confidence through three key pillars: starting strong, finding balance and planning ahead.

Ready to Build Your Financial House?

Whether you're laying the foundation, finding balance, or planning ahead, your financial future deserves thoughtful attention. Connect with a Synergy expert to talk through your goals and take the next step with confidence.
BOOK TODAY

One Pillar at a Time

Every strong financial house rests on three key pillars. Whether you’re laying the foundation, building stability, or planning ahead, each step is essential to your financial well-being. Explore each pillar for practical advice, tools, and insights to support your journey—wherever you begin.

Start Strong 533X275

Create a Foundation That Keeps You Steady

A solid foundation is the first step to lasting financial strength. Learn how emergency funds, protection planning, and estate planning can help you stay prepared—no matter what life throws your way.
Explore Tips to Start Strong
Find Balance 553X275

Align Assets and Debts for a Healthier Net Worth

Trying to juggle assets and debts? Discover how understanding your net worth can help you make informed decisions and bring stability to your financial life.
Learn More About Net Worth
Plan Ahead 553X275

Your Future Deserves Direction

Like a roof over your head, a clear vision gives your financial life structure and purpose. Explore how goal setting and long-term planning can help you turn your financial goals into reality.

Explore Advice for Long-Term Success

Build Your Financial House with Expert Help

Our financial experts live and work in your community—and they’re here to help you build your Financial House with confidence. Select a team below to meet the experts and learn how they can support your financial goals.

Handshake 60X60
Financial Services Team
Ag Orange 60X60
Business & Ag Branch Team
Business Orange 60X60
Business & Ag Financial Centre Team
Retirement 60X60
Synergy Wealth Team

Your Financial House: Plan, Track, and Build Your Future

Get a clear picture of your financial life with this visual guide. Explore the key components of your Financial House—from emergency funds and protection planning to assets, liabilities, and goals—and use the worksheet to set your top priorities.

DOWNLOAD NOW
Synergy Credit Union uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies. You can find more information on our use of cookies here.