Financial Wellness report card gives you a complete picture of where you are and where you're going with the ability to see your entire financial picture in one place . This financial wellness report card helps you reach your financial goals with tools and resources that allow you to set budgets, plan for retirement & kids education and more.
High or low? On track or need to improve? Your Score is calculated based on your current financial situation, including your account balances, income, spending and demographic. The more accurately you input the details about your financial life, the more accurate your financial wellness score will be.
The objective of this financial wellness exercise is to find useful tools for tracking your savings progress, estimating your coverage needs, and taking control of your financial future.This financial weIIness exercise will also give you a score card with required actionable.