What’s your financial temperature?
Too cool means you need a coach to suggest some exercises that will get your finances where you want them to be.
Warm means you are making a good effort to manage your money effectively but could benefit from an annual checkup.
Hot means you have your finances in good shape and may want to increase your wealth by investing
Contact our Primary Care- Financial Wellness Guides
- Schedule an Individual Financial Checkup
- For credit and savings improvements
- Annual Credit Report Review
- To build a Spending Plan
To Schedule your checkup send us an email:
Making the Best Money Decisions
- Money Habitudes®
Money Habitudes cards are a great money conversation starter and money personality test. A fun, hands-on tool that makes it easy for couples to talk about money. Understand how your spending habits, attitudes and values affect your joint financial decisions.
- Find Money for Free-Money Management
Money has the tendency to leak out of our wallets unless you plug the leaks. Find out what your leaks are and how to establish a personal spending plan to keep more money in your wallet. This course will assist you to set goals to achieve financial wellness.
- Good Credit Game®
Learn everything you need to know about credit in a fun, easy way. This hands-on class makes you the lender in a variety of situations. Learn what type of information is important, irrelevant or even illegal to ask. Take that knowledge into the future as you travel the road to good credit.
- Improve your Credit Score for Free
What does your credit score really mean? Your credit rating influences home loans, auto loans, credit cards, insurance, and other important financial concerns over the course of your life. This course aids you in reading your own personal credit report and includes ways you can improve your credit score without cost.
- Reestablishing Your Credit & Saving Money
Bad credit can happen to good people. Don’t despair if it has happened to you. There are ways to regain creditworthiness over time and to possibly reestablish lost credit capacity. Learn how saving money will assist you in reaching your goal of rebuilding your credit.
- How to Get to Where You Want to Go-through Financial Planning
BWhere are you in your financial life cycle? Learn the steps leading to the creation of your very own financial plan. This interactive session will assist you to make decisions based on your personal values and goals.
- Making a Million-Basics of Investing
If there’s one thing that all wealthy people have in common it’s this: They invest. Learn why it’s important, how to do it safely and the terms you should know. This course serves as an introduction to the basics of investment planning for young adults and novice investors and will aid in thinking about your own future investment needs.