Financial Wellness

Financial Wellness

Finding satisfaction with current and future financial situations. Learning how to successfully manage financial expenses for both the short and long term and achieve financial stability.

Foundations for Financial Well-Being

  • Understanding your student loans.
  • Setting up a savings account and add a small monthly automatic payment if possible. 
  • Planning ahead and establishing budget goals. 
  • Beginning with small changes that add up over time (making your own lunch instead of buying it). 
  • Developing a healthy relationship with money including asking yourself “do I really need this?” before an impulsive purchase. 

Financial Wellness Self Assessment

Build confidence in your financial future with tools, resources, and guidance to help you make informed financial decisions.

Financial Aid Wellness Survey with questions about saving, budgeting, credit, and financial stability.
Financial wellness self-assessment worksheet with sections for current and desired financial goals, potential consequences, obstacles, and solutions.

Resources