Secrets to Financial Success

Achieve financial confidence one step at a time.

In recognition of Financial Capability Month in April, Everwise is excited to deliver key steps to embarking on your financial wellness journey. Follow along and you’ll gain the personal finance knowledge, tools, and confidence you need to set yourself up for success.

Everwise Financial Confidence Checklist

Did you answer no to any of these questions? If so, come along on this financial wellness journey. We’ll cover these topics throughout the month:

Step 1:  
Tracking Spending and Creating a Budget

Step 2:
Paying Down Debt

Step 3:
Paying Yourself First

Step 4:
Building an Excellent Credit Score

Step 5:  April 24
Planning for Retirement

Step 6: April 30
Reviewing and Tweaking Your Plan

Join the Everwise community

Stay informed with the latest Everwise news, explore articles and videos, and get free financial tips during Financial Capability month when you follow us on social. 

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Disclosure
All information presented on this page is for educational purposes only and doesn’t constitute tax, legal, or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.
Routing Number | 271291826