Financial Wellness

Financial Wellness

Satisfaction with current and future financial situations. Make it a point to understand your finances, establish good financial habits, and plan for the future.

Ask yourself, how often do you experience the following:

  1. I live within my means and take responsibility for my financial decisions.
  2. My spending and saving habits reflect my values and beliefs.
  3. I pay bills on time and positively manage credit.
  4. I balance present-day spending with saving for the future.
  5. I have similar financial beliefs and practices as those with whom I am close