Financial confidence to make your wallet wink.

We understand everyone faces unique financial hurdles. That’s why we have teamed up with GreenPath Financial Wellness, a national non-profit that offers personalized, nonjudgmental counseling and free advice to those that are navigating debt and money challenges. Call them at 1-877-337-3399 or request an appointment using their call request form for a no-pressure, confidential, and free consultation.

Want some help?

enrich your

Money Know-How

Build a Budget

Build a Budget

Plan your budget for a brighter financial future.

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Master Money Terms

Master Money Terms

Browse financial terms to become a master of your money.

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Credit Score 101

Credit Score 101

Know your score. It’s the secret sauce for borrowing wisely!

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Meet Coach Lea

Talk to Lea, she’s nice. 😊

Take a deep breath with free virtual financial coaching to gain clarity and control over your finances. Click the “get started” button on the pop-up on this page and answer a handful of questions to receive an action plan to achieve your goals and make your finances bloom. Gain financial confidence on these subjects:

  • Credit Score
  • How to Improve Cash Flow
  • Credit Card Payment Strategies
  • Tackling Large Monthly Expenses
  •  Certificate of Deposit Advice
Want some help?

Helpful Calculators

How much should I save each month?

Calculate the monthly deposit amount needed to reach a savings goal.

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How much could I save over time?

Compute the total amount you would be able to save with monthly deposits.

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How soon can I eliminate my debts?

This calculator helps you evaluate various strategies for paying off your debt.

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Should I consolidate my loans?

Determine the advantage or disadvantage of consolidating loans and credit card debt.

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Financial Wellness FAQs

What are financial wellness benefits and why is it important?

Financial wellness ensures stability and security in managing one’s money effectively. It enables individuals to meet their financial goals, reduces stress related to money matters, and fosters overall well-being by promoting a sense of control and preparedness for the future.

How can I improve financial wellness?

To improve financial wellness, focus on budgeting effectively, saving consistently, reducing debt, investing wisely, and educating yourself about personal finance. These steps help build financial security and promote overall well-being.

How do I measure financial stability?

Financial stability can be measured by assessing factors such as having a steady income that covers expenses comfortably, minimal debt relative to income, sufficient emergency savings, a good credit score, and investments that support long-term financial goals.

How do I create a budget?

To create a budget:

  1. List all income sources.
  2. List all expenses, categorizing them.
  3. Allocate income to cover expenses and savings.
  4. Track spending and adjust monthly as needed.

Use this budget worksheet to get started. We can help!

Who is a Debt Management Program for?

A Debt Management Program (DMP) is a structured repayment plan that helps you pay off debt and build financial resilience. It’s ideal for those making minimum payments, dealing with high interest rates, or facing collection calls. To see if a DMP is right for you, consider these questions that may indicate your debt is impacting your goals.

Why choose a Debt Management Program?

  • Ease and structure: A personalized payment schedule is created, based on your pay frequency and bill due dates. You can “set it and forget it” with one consolidated payment on your preferred schedule.
  • Time and money savings: GreenPath works directly with your creditors to request concessions such as lower interest rates and monthly payments, so you eliminate debt faster and save money.
  • Peace of mind: A Debt Management Program (DMP) consolidates your payments into one manageable payment to reduce the overwhelming stress of multiple payments across credit cards, loans, and more.
  • Support you can trust: GreenPath is a national, non-profit organization that has empowered people to achieve their financial goals since 1961. NFCC-certified counselors create a personalized plan tailored to your needs and provide support every step of the way.

Have a question not answered here?