Every year, Dupaco helps hundreds of people cut costs, build savings, establish short- and long-term goals and improve their overall financial well-being. Whether your finances need total reconstruction or simple touch-ups, a Dupaco Money Makeover can help you pay less, save more and make sure that your money is right on the…well, money.
How It Works
Our Dupaco Money Makeover experts will sit down with you to review your entire financial picture. It’s one-on-one, confidential and there’s no obligation. We’ll cover five key areas:
- Credit scores
- Budgeting
- Asset and debt review
- Systematic savings
- Retirement planning
No two financial situations are alike, so no two Money Makeovers are the same. Based on your personalized review, we’ll offer custom recommendations and tips for improving your unique financial situation.
Who’s Eligible
If you’re reading this, you’re eligible for a Money Makeover! This is a free service that we provide to anyone who is interested. You don’t even need to be a Dupaco member for us to review your finances!
Let’s start your Money Makeover
Let our experts help you get your finances on track! Use our handy online form to request an appointment, give us a call at 800-373-7600 or stop in to your nearest branch. You can even get a headstart by downloading and completing this easy Budget Worksheet.
