Welcome

to Financial Wellness!

Here you'll find helpful tools, guides and resources to empower your financial journey.

What is Financial Wellness?

Financial wellness refers to the state of having control over your day-to-day finances, being able to absorb financial shocks, staying on track to meet your financial goals, and having the freedom to make choices that allow you to enjoy life. It's not just about having money, but understanding how to manage it in a way that supports your long-term well-being.

Why does this matter to you, as a customer? Financial wellness isn’t just about your bank account balance; it’s about feeling confident and secure in your financial decisions. Whether you’re saving for a house, paying off debt, or simply trying to live within your means, financial wellness gives you the tools to move forward without stress. Achieving financial wellness will reduce financial anxiety and empower you to make sound decisions for yourself and your family.

Discover your current level of financial wellness by taking our free assessment!

Free Financial Wellness Coaching Services

  • Not sure where to start?

    Book a starter session with a financial wellness counselor to discuss your first steps!

  • We help clients create realistic and sustainable budgets that align with their financial goals, such as saving for a home, paying off debt, or preparing for a business loan.

  • Meet with our financial wellness counselors to receive coaching on reducing debt, relieving financial anxiety, and developing plans for paying off debt.

  • Our financial wellness counselors assist clients in understanding their credit reports and growing their financial health. Take a deep dive into your own credit and book a financial wellness coaching session!

  • Hoping to apply for a loan, but unsure if you're financially ready?

    Speak with a financial wellness counselor to receive coaching on your state of wellness before you start your application.

  • Have us come to you and meet with your group!

    A group coaching session is great for: college groups, employers hoping to offer a unique employee benefit, or friends hoping to learn together.

Our Free Wellness Roadmap and Workbook

While we encourage you to meet with a financial wellness counselor at least once, we understand you may want to navigate your own path.

Our worksheets are designed to guide you through each stage of the Financial Wellness Roadmap above. Each worksheet builds on the next to create a Wellness Workbook that allows you to track the miles you trek. Remember to record your progress at least once weekly to grow strong financial habits. Work through each sheet individually or scroll down to use the advanced workbook.

TO BEGIN:

1. Become familiar with these frequently used financial terms; click the link to the left to view.

2. Click on Your Action Plan in the orange box below or scroll to the bottom for a more advanced workbook.

3. Learn how to download these fillable worksheets to your phone’s home screen by clicking here.

Finding Foundation

1

Review your plan to better understand the journey you’re about to take. Take not of the action steps and milestones at each stage.

Now that we understand the journey let’s choose your destination. What are your wellness goal?

It helps to start by listing your current payment obligations. Use this worksheet to list every bill you have to pay every month.

Use this budget sheet to predict where you will spend the rest of your income after you make all your payments.

Are your spending habits in line with the predictions you made in your budget?

It’s time to group your expenses so we know how much is being spent in each category.

Tackling Debt and Credit

2

Stay motivated by tracking your payments and watching your debts shrink!

Once your debt is under control, learn how you can utilize credit as an asset.

3

Gaining Growth

Congratulations on completing the Wellness Workbook!

Consider booking a 1-1 coaching session with the wellness team to discuss your next financial wellness milestone!

Don’t see what you’re looking for?

We are always looking for new ideas. Please let us know how we can improve our financial wellness resource center!