Employee
Tools
Thank you for taking time to visit our website. The
purpose of this site is to:
- Reinforce ideas discussed during
the Financial Readiness workshops
- Provide links to resources
that can help you become financially ready
As you prepare to become financially ready, remember some basic ideas
from the workshop.
First, there are five basic steps to becoming financially
ready:
- Take Inventory
- Assess Your Situation
- Set Your Goals
- Make Your Plan
- Execute Your Plan
Second, as you take steps to become financially ready:
- Talk to your human resources representative at work.
You’ll
find many of the resources you need to become
financially-ready are already
available through work.
- Explore some of the public-domain
resources listed on this website. There are
countless government, non-profit
and for-profit organizations that exist solely
to help you become financially-ready.
Third, it’s ok to admit you don’t know something,
but it’s not ok to hire an advisor that knows or cares
less than you do. Thoroughly interview potential advisors
before hiring them. To get started, consider asking questions
similar to those on the
As always, we wish you the best and look forward to seeing you during our next
visit.
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