Financial Wellness Scorecard

Every successful journey starts with some level of planning. Being prepared financially is no different. Whether you are a recent graduate starting a career, in mid-career and starting a family or getting ready to plan your upcoming retirement, it's important that you review your areas of need and develop a sound financial plan. Use this checklist to help identify the areas that may be most helpful to you.*

*Notes:

If a particular topic like college planning is not applicable to you, simply check it off or mark n/a in that category. Completing the topics in a whole category can take a few weeks. A full curriculum can take 6 months or more. Proficiency in a given topic is gained when the concepts are put into practice, for example implementing a budget.