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Financial Wellness Assessment

Knowing your strengths and weaknesses is the first step toward building financial wellness.

The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides a slew of online resources which have been created specifically to help people gain financial freedom.

Find out what you’re doing well and what you could be doing better — select Get Started to begin and answer questions as prompted.

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Your Personalized Financial Wellness Assessment

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Financial Wellness AssessmentKnowing your strengths and weaknesses is the first step toward building financial wellness. The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can ... Read More
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3 Tried and True Facts About Personal Finance

April 26, 2021
3 Tried and True Facts About Personal FinancesNo matter your age or stage in life, it pays to know the facts about personal finances. When you understand the basics, you can set yourself up for success and build a healthy financial future. Here are three facts to know about personal finance to get on the right track: Fact #1 — ... Read More
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Teaching Money Skills at Home

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Teaching Money Skills at HomeHow do you teach money skills at home? Getting better with money is easier than you think. It’s crucial for you and your family to know basic money skills, but how do you approach teaching them? Luckily, you’re making financial decisions every day—you simply need to let kids in on the conversation. Money Skills = Financial ... Read More
Disclaimer
While we hope you find this content useful, it is only intended to serve as a starting point. Your next step is to speak with a qualified, licensed professional who can provide advice tailored to your individual circumstances. Nothing in this article, nor in any associated resources, should be construed as financial or legal advice. Furthermore, while we have made good faith efforts to ensure that the information presented was correct as of the date the content was prepared, we are unable to guarantee that it remains accurate today.

Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.