Better financial wellness for better outcomes
plan for the future, and navigate financial challenges. Here are some key principles and practices that contribute to better financial wellness:
Foundational financial planning for those that need it most
Foundational financial planning is essential for individuals who may be facing financial challenges or those who are just starting to build a solid financial base. Here are some key steps and considerations for foundational financial planning:
Reach goals
Households with financial plans set and reach meaningful goals and milestones.
Feel better
83% of individuals with financial plans feel better about their finances after just one year.
Save more
Households with financial plans are 2.5x more likely to save enough for retireme
Increase productivity
Households with financial plans set and reach meaningful goals and milestones.
Better relationships
83% of individuals with financial plans feel better about their finances after just one year.
Improve decisions
Households with financial plans are 2.5x more likely to save enough for retireme
SAVE 30% ON YOUR EVERY HOME INSURANCE POLICY FROM FROTURANCE
plan for the future, and navigate financial challenges. Here are some key principles and practices that contribute to better financial wellness:
