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Financial Wellness Check-up

Confidence Level

Please rate your confidence level for each of the following Financial Wellness categories.
(Not Comfortable) 1 2 3 4 (Most Comfortable) 5
Smart Home Buying & Ownership
Effective Saving
Investing for Life
Financial Wellness & Life Planning
Responsibly Borrowing & Managing Credit
Planning for Retirement

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Goals & Needs

Next, please indicate which of the following goals and needs you will be focused on in the near future and choose a specific timeframe.
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Recommendations

Please complete the previous steps to get your recommendations.