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Financial Wellbeing

SECURITY ~ BUDGETING ~ PLANNING

Financial Wellbeing relates to healthy financial management and personal satisfaction of one's financial security and freedom of choice, both current and future.


GOALS FOR YOUR FINANCIAL WELLBEING

  • Have control of your finances

  • Understand how to manage a budget, credit cards, accounts, investments, retirement funds, etc.

  • Handle finances with minimal stress

  • Have reasonable financial goals that suit your lifestyle

  • Effectively use time management when handling finances


PERSONAL REFLECTION

  • What are my financial goals for the next year? For the next 5 years?

  • Am I using my finances to support activities that give meaning to my life or to the lives of others?

  • What have I spent money on recently? Were these purchases necessary?

    • Do the finances I have match my needs?


FOSTER YOUR FINANCIAL WELLBEING

  • Set short-term and long-term financial goals

  • Take a finances course

  • Set and commit to a budget that fits your income

  • Set money aside in an emergency fund

  • Track the due dates of your bills

  • Pay off debts in small bites

  • Check your credit score regularly


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