Education is where it all starts. Here is where you will find some information to get you on your way to financial freedom.

Educational Tools

  • What is your FIQ?

    FIQ is your Financial Intelligence Quotient. The quiz provided is a simple five question quiz that gives a numeric score. This score will tell you your attitude on your finances and whether you are prepared to handle any situations that may come your way. The score ranges from 0-10 with a 10 being the highest.

  • The Snowball Method

    Do you struggle to payoff debt? Have you ever heard of the snowball method? Well this method is where you put a little extra towards the smallest bill/credit card each month until that bill is paid off. Once that bill is paid off, then the amount that was used for that bill is used towards the next smallest bill/credit card and so on and so forth. Use this cheat sheet to help!

  • Financial Wellness Checklist

    Having a checklist will provide you with clarity about your specific financial situation, set and track your financial goals, detect potential issues early, and make informed decisions. It serves as a tool for financial self-assessment and education, leading to increased confidence and improved financial well-being.