Reach for your #LifeGoals with these three simple steps!
1. Think Ahead
When we’re caught up in the here and now, it can be tough to imagine where we want to be in 20, 10, 5, or even just 2 or 3 years. Take the time to stop and think about what your next key goals are. It’s the best investment you could make. What does success look like for you? Picture it.
Are you planning a wedding? Needing a down payment for a car soon? Hoping to buy a family home? Watching the time fly by as your kids grow and wondering about college savings? Have big dreams for a kitchen remodel? Want to travel when you retire?
Tell Us Your Life Goals & Learn How WE CAn Help
2. Make a Plan
Wherever you’re at in life, whatever your #lifegoals may be, we can help you get there one step at a time. We’ll custom craft a plan for you, selecting the best savings product for your needs (like our Kasasa Saver or an add-on CD you can continue to make deposits to) and helping you set a budget for the contributions you’ll make along the way to hit your goal. Or if you’re a do-it-yourself-er, check out our online savings calculator.
Calculate Your Savings Goal Request an Appointment
3. Make It Happen
Pay yourself first. That’s our advice to members. Always consider your savings goals as part of your basic budget, rather than hoping there’s extra left over later.
And our best Pro Tip: Automate those savings. Figure out what you can afford from each paycheck and use online banking or our mobile app to schedule an automatic recurring transfer to your goal savings account. Stay on track with your goals without even thinking about it.
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How Do I...
Click to locate a fee-free ATM near you. Did you know you can use credit union CO-OP network ATMs and fee free?
To have your paycheck, pension, or Social Security checks safely and automatically deposited directly into your Kalsee account, use our online Pinwheel switch tool, submit your account information to your employer (they may have a required form, or use ours), or learn about direct deposit for Social Security.
You'll need to provide Kalsee's routing number (272481855) and your member number.