Category: Educational

50/30/20 Rule

How It Works The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that’s easy and effective. It offers guidelines for enjoying your income

Read More »

Inflation Calculator

How It Works Inflation measures the rate of rising prices in an economy. Contributing factors include an increase in the cost to produce goods or an increase in the demand

Read More »

Saving With A Purpose

How It Works Saving with a purpose is the secret to making your goals a reality. This Coach session will help you set concrete savings goals and show you how

Read More »

Financial Wellness Assessment

How It Works Knowing your strengths and weaknesses is the first step toward building financial wellness.   We’ll determine what you’re doing well and where you can improve. Get Started

Read More »

Get Out of Debt

Make a customized plan to be completely debt-free. How It Works Managing debt is the best way to find financial freedom. This Coach session acts as a virtual Debt Coach,

Read More »