Financial Toolbox

The 50/30/20 Rule for Teens  |  3 Minutes

In this coach session, you will learn about the 50/30/20 rule for splitting funds into needs, wants, and savings, and discover exactly how it applies to your money.

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Build Your Emergency Fund  |  3 Minutes

How much you need in your emergency fund is unique to you and your personal circumstances. This Coach Session will help you determine how much you need to save for a potential emergency.

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Financial Wellness Assessment  |  5 Minutes

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.

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Earning Extra Income  |  5 Minutes

When it comes to earning extra income, you’ve got options—and those options have options! In this Coach session, walk through the ins and outs of extra income, including expenses and tax implications.

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The Cost of Baby’s First Year  |  5 Minutes

In this coach session, discover how much you’ll need to add to your monthly budget when the baby comes along, and see your one-time expenses based on your preferences.

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Trim Your Budget  |  5 Minutes

This Coach walks you through your current spending one category at a time and gives you ideas for cutting costs. As you create new spending goals, you’ll see the power of trimming expenses here and there and identify just how much money you can save each month.

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Create A Budget  |  5 Minutes

You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle.

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Am I Ready to Retire?  |  10 Minutes

Every individual has a different goal for retirement. This Coach guides you through setting a personal retirement goal and predicts your total retirement savings.

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Retirement Funds  |  5 Minutes

When you invest in a retirement account, your money will grow until you're ready to retire. But how do you know whether to use a Traditional or Roth retirement account? The Coach session will walk you through both types of accounts and show how your personal retirement savings will be affected by either one.

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Term Life Insurance  |  5 Minutes

Most people realize the value of term life insurance to protect and provide for loved ones after they are gone, but haven’t taken the next step to figure out just how much insurance they need. In this Coach session, you’ll figure out why you need life insurance and receive a customized recommendation of the amount of life insurance you need for your exact situation.

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