GreenPath Financial Wellness
Lakestone Bank & Trust is proud to partner with GreenPath Financial Wellness. This partnership gives our customers access to credit counseling services and several financial education tools. This is a great service for our customers to take advantage of at no charge. The counseling sessions are all confidential and will be extremely helpful for anyone, whether you are having financial difficulties or just want a little bit of advice.
You can receive assistance with personal and family budgeting, understanding your credit report and how to improve your score, money management, debt repayment and avoiding bankruptcy, foreclosure and repossession.
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CheckRight is a web-based checking account educational module designed to help you learn how to manage a checking account. This module is offered to our customers through our partnership with GreenPath Financial Wellness. The program is self-guided to allow you to learn at your own pace.
CheckRight will help you learn how to: open an account, write checks, make deposits, maintain a check register, reconcile an account and create a spending plan.
We are excited to offer BudgetSmart to our customers. This is a budgeting software tool and another benefit for our customers as a result of our partnership with GreenPath Financial Wellness.
The BudgetSmart program will help you: establish a budget, track spending, view tips for improving areas of overspending and inadequate saving and experiment with “What If” scenarios to determine how a major purchase or change in income would impact your budget.