Woman smiling contemplating her financial wellness

Your New Money Mindset Financial Wellness Checkup

What is Financial Wellness? When a person strives for financial wellness, it means they work towards good financial habits — saving, budgeting, and spending in healthy ways — as well as positive mental and emotional relationships with money. 

Changing your relationship with money starts with understanding the values that shape your perceptions and behaviors. Start your Financial Wellness Checkup by answering below.

Financial Wellness Checkup

Changing your relationship with money starts with understanding the values that shape your perceptions and behaviors. Start your Financial Wellness Checkup by answering below.

Check all statements that are true for you:

Financial wellness statements

Final Words

Wherever you are in your financial wellness  journey, here are three simple steps to get started:

1.   Take charge. Sit down and figure out the reality of your financial situation, where your money’s going, and what your options are. The more you know, the more confident you’ll feel about taking action.

2.   Rewrite your story. Debt doesn’t define you. You deserve a fresh start without debt in your future. Throw out the idea that you need to be tied to this for the rest of your life.

3.   Make it stick. Small, steady changes lead to big results—and long-term financial freedom.

For more, check out this downloadable and fillable guide: Everyday Finance: How To Make the Most of Your Money Guide