Schedule an Appointment

You're on your way to improving your financial health. This is a free service provided to you as a valued Mountain CU member. Please enter your contact information and scheduling preferences below. We will be in touch within 2 business days to finalize your appointment date and time.


* Required Fields
  • Your appointment will be conducted over the phone
  • It will take between 30-45 minutes
  • You'll need a computer or tablet to log into your Mountain CU account
  • Your partner is welcome to join
  • Late afternoon appointments may take longer to schedule as these are popular times
Select all that apply for the next two weeks. We'll be in touch to find a time that works for you.
Day of the Week:
Time of Day:
Preferred Branch:
What are your financial goals? Select all that apply.:
Is Mountain CU your primary financial institution?
How did you hear about the Financial Health Check? Select all that apply:
Mountain CU may contact you by phone to remind you of your Financial Health Check appointment.
Questions? Email us at  
Security Code:

Go to main navigation