Regions Greenprint® plan
Your financial goals are unique. That's why you need a Regions Greenprint® plan designed specifically for you. Working with a banker, you will build a plan — and the financial confidence — to reach the milestones that matter to you.
Make your financial life better — in 3 steps
1. Start with a conversation
You and your banker will meet to discuss short-term and long-term financial goals as well as your current financial picture.
2. Build your plan
We will work with you to create a plan based on your goals and financial situation.
3. Put your plan into action
Regions Greenprint® plan FAQs
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It is a personalized – and free – plan designed to help you achieve your financial goals. Working with a banker, you'll build a plan to move toward the milestones that matter to you. The banker will offer other smart solutions and personalized guidance to help you meet goals. We'll help keep you on track and eliminate the guesswork, so you feel confident you’re making the right decisions.
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Make an appointment or visit a nearby branch to speak with a banker and begin mapping your path to financial confidence.
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Whether you want to buy a home, plan for retirement or just start building an emergency savings fund, a personalized Greenprint plan will help you feel confident that you’re making the right choices with your money today and in the future. Building a personalized plan with a banker can help you make more informed decisions and:
- Understand your current financial picture.
- Set financial goals.
- Understand how Regions can help you reach your goals.
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Your banker will dedicate this time with you to explore your goals and needs as well as your current financial picture. 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.
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As part of your Regions Greenprint plan, you may also elect to receive your financial health score. The financial health score is a snapshot of your financial health based on key indicators tied to spending, saving and borrowing habits.
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Making your plan is just the beginning of the Greenprint journey. With clearly defined next steps, you and your banker can review your progress, help keep you motivated, and adjust your plan as your needs and goals shift over time.
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Most certainly. We suggest updating your Regions Greenprint personalized plan at least every 6 months or when a life event happens, like a new baby, new home, marriage, or retirement. Updating your Regions Greenprint personalized plan ensures your plan adjusts as your needs and goals evolve over time.
Smart solutions to help you succeed
Manage money
Open a checking account
Grow savings
Earn a savings bonus
Access funds
Build credit for the future
Protect assets
Control your cards
Get a Regions Greenprint® plan for your small business
Work with a banker to build a customized, free Greenprint plan to help your small business grow stronger and achieve its financial goals.
Learn how to be better with money using Regions Next Step® resources
Build your financial confidence with our Next Step collection of financial education resources and tools, including articles, podcasts and webinars designed to help you learn more about how to be better with money.