Getting started on the road to financial empowerment is simple.
Step One: Financial Checkup
Take an assessment to pinpoint goals, determine priorities and get next steps.
Step Two: Action Plan
Get a personalized action plan with resources like online video courses, worksheets, calculators and more.
Step Three: Talk to a Money Coach
A Money Coach is on standby with the proper experience and credentials based on member needs.
Step Four: Achieve
Financial goals turn into accomplishments, and financial futures become brighter than ever.