Financial Wellness

financial wellness


Financial wellness is defined as satisfaction with current and future financial situations. 

Goals for your Financial Wellness

  • Learning how to gain control of your finances so they work for you.
  • Understanding how to manage a budget, credit cards, checking and savings accounts, investments, retirement funds, etc. 
  • Handling finances without too much stress.
  • Setting and making progress toward your short- and long-term goals.
  • Not spending too much time and effort handling your finances.