Financial Wellbeing

Financial experts generally define financial wellbeing as a state where you can manage your bills and expenses, pay your debts, weather unexpected emergencies and stay on track with your long-term financial goals. It’s also about managing your thoughts and emotions around money.

  • Remember that defining your self-worth simply by how much money you have can be harmful to your emotional health.
  • Set financial priorities. Decide what matters most to you in life, and think through how you can align your current financial situation with those priorities.
  • If you have a partner, convening regular money talks with them will help avoid money conflicts.
  • Keep track of your numbers, such as income, expenses, savings, retirement goals and debt. If debt is a problem for you, work with a money coach to develop a debt reduction strategy.
  • A money coach can offer expert advice on how you can reach various goals, from investing in education to saving for retirement.



April 12: Financial Setback? Regroup & Rebuild* 

Register for this month's live webinar here  

  • Assess where the financial setback occurs (income or expenses)
  • Rebuild your finances in multiple areas
  • Practice steps to address behavioral changes and prevent future setbacks

 (*This webinar is 60 minutes).