Financial Health Checkup

Financial health checkup

Whatever your financial goal, we'll help you reach it.
Bye-bye financial stress.
Hello financial freedom.

Questions?

Chat with one of
our team members.

We're Pathfinders. And our not-so-secret super power is finding the tips and tools to help you navigate the road to financial success and enjoy the ride.

Build your credit. Buy a home. Retire at 55. One way we help you reach your goals is through our financial health checkups. They're FREE for EVERYONE and require an hour of your time in branch. Keep scrolling and learn how a checkup can help you on your way to financial success.

A step-by-step guide to your financial freedom:

  1. Schedule your checkup 
  2. Meet with your financial coach
    **Please bring your last 3 months of statements from your financial institutions
  3. Discuss your financial goals and challenges
  4. Review your credit score and make a plan to build or repair credit (if needed)
  5. Get budget planning help, access online courses and more
  6. Work toward your goals

Your financial coach will support you (and even cheer you on) along the way.

Schedule a checkup

Financial coaches
Your financial success is our mission.
Aileen Reimers headshot


Aileen Reimers

Bettendorf Branch
309-793-6200 ext 5237
areimers@ihmvcu.org

 

 

De'Laina Miller


De'Laina Miller

Silvis Branch
309-793-6200 ext 5412
dmiller@ihmvcu.org

 

 

Jeff Gerstel headshot


Jeff Gerstel

Davenport - West Kimberly Branch
309-793-6200 ext 6017
jgerstel@ihmvcu.org

 

 

Jim O'Leary headshot


Jim O'Leary

Moline - 52nd Avenue Branch
309-793-6200 ext 5163
joleary@ihmvcu.org

 

 

Kelsi Rotz headshot


Kelsi Rotz

Moline - Avenue of the Cities Branch
309-793-6200 ext 5327
krotz@ihmvcu.org

 

 

Laura Ashby headshot


Laura Ashby

Merle Hay Financial Center
309-793-6200 ext 6165
lashby@ihmvcu.org

 

 

Mario Juarez-Brito


Mario Juarez-Brito

Merle Hay Financial Center
309-793-6200 ext 6123
mjuarez-brito@ihmvcu.org

 

 

Ryann Steburg


Ryan Steburg

Merle Hay Financial Center
309-793-6200 ext 6166
rsteburg@ihmvcu.org

 

 

Samantha Klein headshot


Samantha Klein

Galesburg Branch
309-793-6200 ext 5129
sklein@ihmvcu.org

 

 

 

Meet with one of our coaches

Simply select "Financial Health Checkup" after you've selected your preferred branch - oh and don't forget, a checkup is FREE for all, even if you're not a member!

Free debt coaching by GreenPath Financial Wellness

IHMVCU is proud to partner with GreenPath Financial Wellness, a nonprofit financial management organization, to provide free access to money management and financial education services. They offer personalized solutions and plans of action from building credit to creating a savings plan and avoiding foreclosure.

Request a free session

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