Personal Finance Assessments & Report
Congratulations on taking this step toward improving your finances. The first step of this process is a personal finance assessment of your current personal financial situation. Once your situation is identified, you can then focus your efforts on those areas that will best help you work toward your personal financial goals.
This program is designed to help you assess your current situation, identify action steps you should consider, and give you the education you need to take effective action.
How to Use the Personal Finance Assessment Tool
The personal finance assessment tool helps you identify and prioritize your financial plan so you can effectively work toward your goals. It just requires you to complete survey questions on the topics you are interested in assessing.
Answer the survey questions to the best of your ability. Your answers will provide useful recommendations as well as suggested education.
Personal Finance Assessment Report
After finalizing the survey, you will receive a custom-generated report. This report assesses each area of your finances and recommends education/activities that can best help you reach your personal financial goals.
Social Media Education
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