Get Your Finances in Shape

Mountain America’s Action Plan tool makes it easy to achieve your financial goals. With this free and innovative mobile banking tool, you'll receive financial recommendations designed to improve your financial picture. For example, Action Plan may recommend opening an emergency savings account, creating a spending plan or investing in your retirement. You choose which recommendations you’d like to focus on, and you can work on them at your own pace.

Here’s how Action Plan works

  • The first time you log in to Action Plan, we’ll recommend two or three financial goals.
  • Select the goals that look interesting to you. Otherwise, you can save the goal for later.
  • Occasionally, the tool will present you with a quick survey question. These questions will help you receive more informed goal recommendations, so make sure to answer.
  • As you complete goals, new ones will be recommended to you.

Give it a try

Follow the instructions on the phone to your right to see how Action Plan works.

Create your financial action plan today

To get started, simply log into Mountain America’s mobile banking app and select Action Plan from the main menu. If you don’t have the app, download it now from iTunes, the Amazon Appstore or Google Play.

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