Ages and Stages of Financial Health
Tools for your Financial Journey
Helpful resource to speed you on your journey to achieve your financial goals.
Talk about it
Start a conversation about finances and financial decisions with people who are closely connected to you, take note of what is important to you and the legacy you want to share. There are decisions that you will need to make for your well-being, peace of mind and help loved ones know your desires. Remember that ultimately you are in control of your plans for the future. Talking with your family and loved ones early in the process can help get everyone on the same page.
Think about your daily living arrangements, income and assets. Where are you now and where do you see yourself in 5, 10 or 20 years? Reflect on your financial needs at each stage.