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Take this Course  15 min

Welcome!

Congratulations! You’ve made the very first step in your financial wellness journey and we’re super proud of you (and really, REALLY excited that you’re here). Good things take time, and achieving financial wellness is a really GREAT thing, so we know there’s a bit of a long road ahead. Just know that every step is so worth the end result and we’ll be here with you through all of it! We’re rooting for your success and can’t wait to see you cross that finish line!

As with all journeys, it’s really important to start off on the right foot.

With that in mind, this mini-course is designed to help you build up some momentum. It covers the basics and will help us recommend your starting point – because, of course, everybody’s journey is unique and we want to make sure yours starts with what is most useful to you.

Ready… Set… Go!

And don’t forget, if you ever have a question, or need a little help, we’re only a click away. Just drop us a line using the Messages feature in the main menu!

Meet Barrett

He’s what we call a Course Buddy—a character that works through a course with you. Barrett’s a guy who loves exploring and sharing the things he discovers. He’s going to help you get familiar with the platform and point you in the right direction as you set out on this journey. Bon voyage!

Ratings and Reviews

4.6
Avg. Rating
18 Ratings
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What's your experience? We'd love to know!
Karen
Posted 1 month ago
Overview

Good overview

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April
Posted 2 months ago
easy to follow

The course was easy to navigate through

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Annette
Posted 2 months ago
Good to know where one is lacking and where growth is needed.

I liked learning that I am on the right track and what areas I need improvement and direction.

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David
Posted 4 months ago
The assessment

I liked the course overall, and the assessment provided a great look into what I need to focus on

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Kristin
Posted 6 months ago
Boring

Welcome video was long and unnecessary. Most things can be figured out on my own by clicking around the site. Didn't need video on Heart document. It's self-explanatory.

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Charles
Posted 8 months ago
Great Course

This course was very good and concepts presented in great detail The journal quite helpful

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Dwight
Posted 8 months ago
Thought provoking

These questions created an awareness of what I have been ignoring.

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William Gallerani
Posted 8 months ago
Just enough info

I like the easy presentation and guided process to get through the assessment.

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Jonathan Denton
Posted 8 months ago
Great walk through and reminder

Course provides easy to use instruction for education/re-education.

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Sandra Brown
Posted 8 months ago
Face your financial Reality

I appreciate the care in presenting financial health

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What's your experience? We'd love to know!