Please Enable Java Script.
financialcoach
   

 

Are you hoping to buy a new home? Do you want to start your own business? Have you started an education fund for your children?

With you in mind, First Financial Bank has provided a simple easy worksheet to help you define your financial goals and get started on the path to success. We believe this user-friendly tool will help you speed up the process of meeting your goals.

You are invited to form a relationship with one of our financial coaches who can look at your short-term and long-term priorities, identify opportunities, and present recommendations of financial products to satisfy your unique needs.

Just complete your form, or if you wish, you may simply make an appointment with one of our coaches by telephoning our Client Service Center at 1-877-322-9530,
or click here to schedule an appointment online.

Your Personal and Financial Goals
Each of us has special goals and aspirations. What are your personal goals? Do you want to buy a home or a new car? Are you sending a son or daughter to college or dream of starting your own business? Your goals are the starting point from which we create a personalized approach with the types of products which will help you most.

Personal and Financial Goals Timing
1.
2.
3.
4.

BANK SMARTER – Transactional Accounts

           Goals (check all that apply)

            Current Account Information

  • What is your average balance?
  • Is your account interest-bearing?  
    		•
  • If so, at what rate? 
    		•
  • Are you using additional account services (check all that apply)
    		•
     
     
     

    SAVE MORE – Savings Accounts

                Goals (check all that apply)

                Current Account Information
  • How accessible do you need your money to be and how soon
    • would you need it:
     
     
     
     
  • Check the types of accounts you currently use
    		•
     
     
     

    SMARTER DEBT – Loan Services
    Debt can be a useful and smart financial tool to meet your personal financial goals. By managing your debt effectively, you can improve your ability to qualify for attractive rates.

               Mortgage Goals (Check all that apply)

                Current Account Information
  • Amount Borrowed
    		•
  • Term of Loan
    		•
  • Origination Date
    		•
  • Rate
    		•
  • Type of loan
    		•    Other 
  • Special Considerations (second mortgage, etc.)
    		•

                Home Equity and Other Debt Goals (Check all that apply)

                Current Account Information
  • Estimated Total Amount of Debt:
  • Types of debt products being used (check all that apply)

    • If you would like more information on refinancing, check out our financial calculators.

    Next Steps

    Simply print this form and bring it to a First Financial banking center near you.
    Click here for a list of locations.

    OR

    Click here to schedule an appointment online, or telephone
    our Client Service Center at 1-877-322-9530

    You will be ahead of the game if you complete your worksheet and bring it with you when you come in to meet with your financial coach. Or if you wish, you may simply make an appointment with one of our coaches by telephoning our Client Service Center at 1-877-322-9530, or clicking here to schedule an appointment online.


    ©2006 First Financial Bank. Privacy Policy and Terms & Conditions.