Personal Assessments, Training & Optional Challenge
Congratulations on taking this step toward improving your finances. This program is designed to help you assess your current situation, identify action steps you should consider, and give you the education you need to take effective action.
Access Your Complimentary Calendar & Reminders
Simplify your life and feel confident knowing you are taking care of your finances on a timely basis. Download the calendar and timely reminder guide and note all your important dates in your preferred calendar system.
*Optional: To ensure you act on your calendar, we invite you to participate in the the 24-Minute Personal Finance Challenge. Invest 1% of a 40-hour work week into your finances. Doing so can save you years of having to work and move you closer to your goals. Why a 24-minute challenge? – click here to learn more.
Financial Situation Assessment & Personalized Report
This course helps you identify and prioritize your financial plan so you can effectively work toward your goals. Follow the instructions provided for each step and review the infographic in this section to understand the full process.
To generate your custom education plan and report, answer the following questions to the best of your ability. Your answers will provide useful recommendations as well as suggested education. You will receive a custom generated report at the end of this survey.