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If you’re looking for a little personal reinvention and that includes building a strong financial future, you’ve come to the right place. Financial wellness is made up of how you feel about your finances as well as the actions you take related to your money. Strengthening these two areas increases confidence, decreases stress and sets you up to achieve your immediate and future goals.

Take just five minutes to answer a short survey. In return, you’ll receive an overall score as well as individual ratings for Spending, Saving, Borrowing, and Planning. Based on your results, we’ll provide you with links to fantastic resources you can check out immediately.

At the end of the survey, you will be given the option to share your results with us so we can provide you with expert advice and a personalized plan. Thank you for giving us the opportunity to demonstrate that we’re here to invest in you, and your financial wellness.


Shelley McDade, CEO


This program leverages the Financial Health Network FinHealth Score® Toolkit.