Financial Newbie

You’re ready for change.

You’re interested in learning how to build good money habits.

You’re ready to make a change but you’re not sure where to start.

About you:

You’re here because you are motivated and ready to change your current financial situation. You’re struggling to save money each month and need some help getting back on your feet.

You may be in a fair bit of debt, relying on credit cards, or living paycheck to paycheck. And you’re looking for guidance to help you make better decisions when it comes to money.

You’re interested in ways to reduce your spending and get your finances on track. You may have heard of an Emergency Fund and are interested in using one to feel more financially secure and confident. It’s time to become the master of your own financial journey and take things into your own hands.

Did you know?

5x more women live paycheck to paycheck.

Our mission to help you take control of your money, start an Emergency Fund, and feel financially secure.

Your Strengths:

  • Motivated: You don’t know what you don’t know, but you’re ready and eager to start learning so you can make a change.

  • Hard-working: You work hard, you show up for friends and family, you’re looking for ways to make more and spend less.

  • Curious: You’re open to new ideas and finding ways to better manage your money. But you need the facts to back up a plan before you start.

Your Weaknesses:

  • Overwhelmed: Beginning the journey into an unknown world is daunting. Sometimes your feelings of overwhelm prevent you from taking the first step.

  • Independent: Hyper-independence can prevent you from asking for help when you need it, especially if it involves talking about uncomfortable topics.

  • Impulsive: When it comes to spending, you often don’t think twice about the purchases you make. Some of which are necessary, but others…not so much.

Other Personal Money Profiles

  • You’re motivated and ready to change your current financial situation. You’re struggling to save money each month and need some help getting back on your feet. 

    You may be in a fair bit of debt, relying on credit cards, or living paycheck to paycheck. And you’re looking for guidance to help you make better decisions when it comes to money. Read more.

  • You’re on the right track to making better decisions about your money. You understand how much you spend each month, and you’re paying off debt slowly but surely.

    You want to learn how to get out of debt quicker or increase your savings. You may not have a plan for how to save more or pay off debt faster but you’re ready to learn the steps you need to get ahead. Read more.

  • You’ve developed good spending and savings habits. You’re consistently setting aside some money each month. 

    Your first priority is growing your savings, and learning how to set bigger, better goals. Read more.

  • You understand some basics of how investing works and are ready to get started. You’re not sure how to set up an account or how to use it.

    You’ve been told from friends or family that you should be investing but you’re not sure where to begin. Read more.

  • ou understand the basics of investing and you’re eager and ready to learn more. You’ve already set up an account and have made your first purchase. 

    You’ve heard about different types of investments like stocks and bonds and you want to spend more time picking the best investments to meet you goals. Read more.

 Start your journey.

Your recommended tool is: