Financial Planning Guide

Every October, Financial Planning Month provides an opportunity to pause, reflect and take intentional steps toward a more secure financial future. It’s designed to help you assess where you are, revisit your goals and make thoughtful adjustments – whether you’re just getting started or further down your financial path.

Financial wellness isn’t defined by a particular income threshold or making perfect financial decisions. It’s about making confident, informed choices with the money you have. This guide will walk you through the essential steps to understanding your finances, setting goals and mapping out your financial future.