Financial Wellness Assessment

The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides a slew of online resources which have been created specifically to help people gain financial freedom.

Select Get Started to begin and answer questions as prompted.

Click here to read how this tool works, and for disclaimers.

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