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Financial Wellness 101
FINANCIAL WELLNESS
An Introduction to the 5 Stages of Financial Wellness
Define Your Values and Priorities
MANAGE
Manage Your Spending
Manage Your Calendar
Manage Your Routines
PROTECT
Protect Yourself
Protect Your Income
Protect Your Stuff
BORROW
Your Credit Experience
Your Debt-to-Income Ratio
Your Credit Utilization
GROW
Financial Stability
Financial Resilience
Financial Freedom
GIVE
Gifting During Your Lifetime
Gifting at the Time of Your Death
Leaving a Legacy
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Gifting at the Time of Your Death
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