Getting Started

Know Yourself

What are your financial goals? Defining where you want your money to take you is the first step in achieving financial success! So ask yourself, what are your financial goals? Maybe you want to pay down existing debt. Maybe you want to save for a down payment. Or, maybe you want to attend college borrowing student loans to cover only the cost of tuition.

Learn more about SMART Goals

Money Plan

Create a budget with your financial goals in mind! The most basic element of managing money is creating a budget. You likely know how much money you make and have on hand, but do you know where you spend your money? Having a spending plan is a tool to help you define where money is being spent, and ultimately becomes very useful when saving to achieve financial goals.

Learn more about spending plans