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Financial wellness.

Just for you.

Let us help you on your financial wellness journey.

Complete the financial wellness assessment and in return we'll give you a personalized action plan. This is your first step towards better financial health.

By clicking "Get Started Now!" you agree to the terms and conditions.

Planning for retirement icon

Tell us a little about you

What's your
annual salary?

Slide

What's your total
household income?

Slide

Budgeting icon

Organizing your money

What are your budgeting habits?

I keep track of my
income and expenses

I usually spend within
my means

I have an
emergency fund

Planning for retirement icon

Planning for retirement

How are you doing with savings?

Slide

  • Not so Good
  • Could Be Better
  • Good

Do you know how much you need to fund your retirement?

Would you like help with your financial planning?

Investing icon

Investing

Are your savings invested in a way that is right for you?

Slide

  • Not so Good
  • Could be Better
  • Good

Could you use help choosing your investments?

Debt management icon

Dealing with debt

I have... (Choose all that apply)

How are you doing with managing your debt?

I make my payments on time every month

In the last 12 months (choose all that apply)

Financial protection icon

Preparing for life events

Would you feel financially prepared if one of these events happened to you, your spouse or dependents?

Death

Slide

  • No
  • Somewhat
  • Yes

Disability

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  • No
  • Somewhat
  • Yes

Serious illness

Slide

  • No
  • Somewhat
  • Yes

Do you have a Power of Attorney?

Slide

  • No
  • I don't know
  • Yes

Do you have a will?

Slide

  • No
  • I don't know
  • Yes
Financial stress icon

Reducing stress

My finances cause me stress

Slide

  • Often
  • Sometimes
  • Rarely

I have had moderate
or extreme stress

Slide

  • Often
  • Sometimes
  • Rarely

I have experienced symptoms of stress

Slide

  • Often
  • Sometimes
  • Rarely
Financial priorities icon

Financial priorities

Select your top 3 financial priorities from the items below:

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Your financial wellness action plan

You did it! Take these steps towards better financial health

Get ahead of your budget

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Plan for the unexpected

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Get the retirement planning basics

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Set a retirement income goal

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Fill the gaps

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Stay on track

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Get started on investing

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Find your investor style

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Stay the course

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Get the upper hand over your debt

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Get the upper hand over your debt

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Get the upper hand over your debt

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Protect yourself / Protect your loved ones

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Protect yourself / Protect your loved ones

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Learn how to reduce your financial stress

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Stay on track / review regularly

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And get help with your top financial priorities

Pay off debt

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Plan for retirement

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Protect my family in the event of my illness or death

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Plan for healthcare costs (now or in retirement)

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Ensure my savings are invested wisely

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Create an emergency fund

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Have a better understanding of my financial situation

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Save for a home

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Save for the kids' education

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Save for short-term needs (car, vacation)

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Minimize income tax

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Paying down my student loans

Learn More
Find More

Resource library

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Your score

View Breakdown

User average

0

of 100

Close breakdown

Your score breakdown

  • green star legend icon
    You're doing great!
  • yellow circle legend icon
    Needs some work
  • red block legend icon
    Needs a lot of work

green block
Organizing your money

Average

green block
Retirement planning

Average

green block
Investing

Average

green block
Preparing for life events

Average

green block
Reducing stress

Average

green block
Dealing with debt

Average

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Certificate of Completion