The Financial Wellness Assessment is designed to give you a comprehensive and personalized snapshot of your financial health. It's not just a quiz; it's a reflective exercise that helps you honestly evaluate your habits and goals across several key areas of personal finance. Questions delve into your spending patterns, budget management, saving and investing habits, relationship with debt and credit, and more. The questions are crafted to uncover both strengths and areas for potential improvement.

You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle. Using the 50/30/20 rule, every dollar is assigned to needs, wants, or savings. You’ll also receive personalized advice to set you up for success. To begin, click "Start Here".

An emergency fund is an amount of money you set aside to cover unexpected expenses or to cover basic expenses if there are significant changes to your income. How much you need in your emergency fund is unique to you and your personal circumstances. To find out using this Coach session, select "Start Here." A feed will appear; follow along and answer questions as you're prompted.