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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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Back to School: How to Talk to Kids About Money

September 13, 2021
Back to School: How to Talk to Kids About Money It's an excellent time to teach your kids about the basics of money and spending When we think of back to school, we think of what our kids will learn to set themselves up for success as adults. Among these is understanding finances and managing money. Parents may question the ... Read More
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How to Build Credit

August 30, 2021
Building Credit How do you build credit? How it Works A good credit score has a major impact on your finances, so it’s important to start out strong. In this Coach session, learn how to build a credit score for the first time or boost an already decent score, and create a plan with options that work for you. To ... Read More
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Early Withdrawals From Retirement Savings

August 16, 2021
Early Withdrawals From Retirement Savings Whether you find yourself laid off from work, facing a medical emergency, or confronted with a situation that you’re financially unprepared for, it may be tempting to withdraw from retirement savings—but there are penalties and consequences you need to consider before doing so. Early Withdrawal Penalties There are serious consequences to accessing your retirement funds ... 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.