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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
Calculate Your Net Worth

April - Step #4
Establish Your Short and Long-term Goals

May - Step #5
Finalize Your Monthly Budget 50/30/20 Rule