Greenprint Personalized Financial Plan

A personalized financial plan can help you make progress toward your financial goals. Get started by building a Regions Greenprint® with your banker.

Making your dreams come true takes financial planning. Building a personalized plan with a Regions banker can help you make more informed decisions and:

• Understand your current financial picture.
• Set financial goals for what you want to accomplish.
• Work with a knowledgeable banker to understand how Regions can help you reach your goals.

It’s easy to build a personalized Greenprint with a Regions banker.

Start with a conversation

Make an appointment with a Regions banker. Your banker will dedicate this time with you to explore your goals and needs as well as your current financial picture.

Make a plan

Together, you and your banker will create a personalized financial health score and a plan that may:

• Help you achieve your financial goals in the short-term and long-term.
• Provide guidance for managing spending and saving.
• Set a foundation for how to borrow responsibly and plan for the future.

Take next steps

Making your plan is just the beginning of the Greenprint journey. With clearly defined next steps, you and your banker can stay in touch to review your progress, keep you motivated and adjust your plan as your needs and goals shift over time.

See how easy it is to build a personalized Regions Greenprint with your banker.