This orientation session introduces financial goal setting and explains how we can help you achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness plan is built on a foundation of tried and true financial priorities and how these priorities can help to shape and inform your financial goals. […]
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Knowing your money personality involves more than just how much money you have in the bank. It involves setting goals, evaluating choices, and uncovering your blind spots! Like most things in life, your unique personality and behaviors are an important piece. This analysis will help you better understand the "why" behind your financial decision making, […]