Congratulations on making a wise decision in taking a proactive, planned approach to organizing your financial life!

Simply sign up and/or log in to Online Banking to access Truliant's secure, virtual financial planning tool, TruFinancial Planning Online. We'd like to let you know what to expect when you use this service.

• After clicking the TruFinancial Planning Online tab in Online Banking, you'll be redirected to Truliant's online financial planning website, and you'll be greeted by the Virtual Financial Advisor, Sophie.
• Sophie will talk you through the entire planning process (be sure your speakers are on). At the end of the planning process, you'll have a financial plan ready to put into action.
• You may contact Truliant for help in implementing your plan, or if you've indicated so in your plan, a representative of Truliant will be in touch with you shortly to discuss your plan or any other financial needs you may have.
• TruFinancial Planning Online is provided at no cost to you as a member-owner of Truliant Federal Credit Union.
• As always, your information is safe and secure with Truliant.

Should you, at any time, have any questions, please contact Truliant's Member Contact Center to speak with a Member Service Representative. We hope you find TruFinancial Planning Online helpful through your next life adventure, and financial future!