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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 (Different types of mortgages, the process of buying a home, and how to leverage the value of your home)
Effective Saving (Various tools and strategies to prioritize saving money for emergencies and large purchases)
Investing for Life (Long-term strategies to prepare you for your future- retirement, sending your kids to college, etc.)
Financial Wellness & Life Planning (Techniques and tools to help plan for life stages and big changes such as marriage or starting a family)
Responsibly Borrowing & Managing Credit (How to leverage loans and credit effectively to reach major financial milestones while managing debt)
Planning for Retirement (Understanding the tools and long-term strategies to prepare you for a sustainable 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

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Get Started on a Personalized Plan For You:

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