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Financial Wellness

When it comes to managing your finances, taking steps to understand your relationship with money and developing positive financial habits, can help reduce stress and improve your financial well-being.  It's all about enjoying the journey on "Your Path Forward".  Take one step forward with us each month as we guide you towards financial wellness.


January - Step #1
Understand Your Relationship with Money





February - Step #2
Create a Simple Budget





March - Step #3
Take Inventory





April - Step #4
Establish Goals





May - Step #5
Finalize Monthly Budget





June - Step #6
Reduce Your Expenses





July - Step #7
Build an Emergency Fund





August - Step #8
Pay Off Debt





September - Step #9
Implement a Savings Plan





October - Step #10
Develop an Investment Strategy





November - Step #11
Manage Risk





December - Step #12
Think Ahead—Move Ahead