Get Started

Would you like to see what Your Family Bank can do in your specific circumstances?  It’s pretty easy for us to work up a custom program made just for you.  Of course, we need a starting point on what your financial picture looks like, but we do NOT need any identifying information such as account usernames or passwords.  All we need is numbers.

Download this PDF DFM-Fact-Finder.pdf and please fill it out completely.  There may be some areas that you think, why do they need this?  It’s because your financial picture of health is not simply one area but rather protection in all areas.  It also let’s us know that you might not need this area addressed, but you definitely need this area addressed.

Lastly, when we have all the information to work with and create a plan, if it doesn’t make sense, then don’t do it.  But it’s difficult to come up with a solution when we don’t have all the facts.

Fill out the above form completely, mail or e-mail it back, and let the fun begin.  You Will Be AMAZED!

 

Editable Region