What is Your Wealth Care Plan?

Receive a Free $10 Gift Card When You Get a Wealth Care Plan

September is Financial Wellness Month at Chelsea State Bank

We’re gearing up to help everyone – customers or not – take a heartbeat on your financial wellness. Our team is ready to review the full picture of your financial wellness with you and set you up with a plan to achieve your financial dreams. We’re so fired up, we’ll give you:

check a $10 prepaid Visa card
check a metal water bottle
check and more!

Take the assessment online and then set up a time to come meet with a banker, or schedule an assessment in-person now. We’ll give you a $10 Prepaid Visa, a metal water bottle, and more goodies when you complete your Wealth Care Plan with a banker.

I’m Ready to Take the Next Step!

Why Take a Financial Wellness Consultation?

1 Complete Score

Our comprehensive consultation factors in your mortgage rate, credit score, debt-to-income ratio, and more to come up with one score that fits all the pieces of your financial puzzle together.

Get help from a banker

Get Coaching from a Banker

Meet with our bankers to review a breakdown of your score, as well as advice and tips to help you improve your Financial Wellness!

free gift for visiting a banker

$10 Visa Card

We’ll give you $10, a metal water bottle, and more when you complete your financial assessment by reviewing your score with a banker! Free financial advice and gifts? It doesn’t get much better.

Schedule a Financial Wellness Consultation

  • Date Format: MM slash DD slash YYYY
  • Pick a time from 9am - 3:30pm Monday through Friday, or 9AM - Noon on Saturday

Limit One Gift Card and Gift Bag per Customer