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.
Free Financial Wellness Coaching Services
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Not sure where to start?
Book a starter session with a financial wellness counselor to discuss your first steps! Here we will review your credit score, your report, identify your goals and create a game plan to reach those goals!
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Meet with our financial wellness counselors to receive coaching on reducing debt, relieving financial anxiety, and developing plans for paying off debt.
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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.
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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.
Explore our Resource Library!
Our library is designed to:
Educate
Our educational resources offer firsthand insights straight from the source, ensuring you receive guidance directly from trusted experts. We collaborate with reputable institutions such as FICO, the IRS, and CFPB to provide you with accurate and up-to-date information. With this authoritative knowledge, you can confidently navigate your financial journey and make informed decisions.
Entertain
Our entertainment resources, like podcasts and YouTube channels, offer a playful spin on our educational materials. Hosts interpret key facts in a light, fun, and sometimes biased manner, this approach is designed to make learning engaging while offering a fresh perspective on complex topics. Always do your research before taking advice from strangers on the internet, especially regarding finances!
Engage
Engage with our resources by exploring interactive worksheets or downloading your personalized wellness workbook. Our hands-on tools are designed to guide you every step of the way, empowering you to track progress and make informed decisions. Start exploring today to unlock new insights and take control of your financial wellness journey!
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!