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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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Preparing For a Baby

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Preparing For a Baby Tips for families who have an little one on the way! Are you adding a child to your family? Congratulations! Whether you're a parent, guardian, grandparent, or another expecting relative, parenthood is a fulfilling experience that requires careful planning and consideration. As with any major life change, if you have a better grasp of the financial ... Read More
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5 Steps to Prepare for a Big Purchase

June 28, 2021
5 Steps to Prepare for a Big PurchaseWhat does it take to decide on a big purchase? A financial journey typically includes several twists and turns – such as understanding how to manage spending, build savings, and control debt. There might be “speed bumps” in the form of unexpected changes in income. Along the way, you might also navigate milestone ... Read More
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Vacation Planning

June 21, 2021
Vacation Planning and Budgeting Planning a trip this year? Here's what to know about traveling in 2021 and how much you should spend. Where Can You Go? As of April 2, 2021, the CDC has stated: “People who are fully vaccinated with an FDA-authorized vaccine can travel safely within the United States.” While extra safety protocols are still being practiced in many ... 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.