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YOUR JOURNEY TO FINANCIAL WELLNESS

Financial wellness and financial freedom mean different things to everyone, and no path to getting there looks quite the same. Whether your goals are to pay down debt, save for college or retirement, build a cushion of savings, or anything in between, we’re here to help! We invite you to explore this page for tools, resources, and key information that can help you on your unique financial journey.

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Stage 1: Creating an Emergency Fund

Experts typically suggest having three to six months’ worth of income saved.

While building an emergency fund has always been an important part of one’s personal finances, as a result of recent events, it’s quickly jumped to the top of the priority list for many.

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Stage 2: Funding College

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Assist in navigating and making sense of the various types of financial aid.

Whether you’re a student thinking about attending college, a parent of a soon-to-be college student, or a college graduate, we have plenty of resources for helping you understand your options when it comes to funding higher education and paying it off!

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Stage 3: Managing Debt

You can get it under control—and we can help.

Regardless of how you ended up with the debt to your name, there’s often a universal feeling that comes with knowing you have to pay it off: overwhelm. What are your options? How long will it take? How can you prevent getting even further in debt?

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Stage 4: Covering Major Expenses

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Need help covering the costs of larger expenses?

Whether it’s a new home or a home repair, a dream car or boat, a wedding, or any number of things in between, we’re here to help.

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Stage 5: Future Planning

Stay engaged and in-the-know about where you’re at financially.

Dreaming of getting married, buying a home, starting a family, traveling the world, retire early or want to start a business of your own. Maybe you’re in a place where you have no idea what you want just yet. Fine by us!

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Stage 6: Preparing for Retirement

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Saving for an enjoyable retirement is doable!

It’s crucial that you start saving early, keep saving, and regularly check in to see where you’re at—while also having a realistic goal in mind.

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