Your financial personality is a set of values that may play an important role in your relationship with money. Uncover your financial values by completing the survey below.
There are no right or wrong answers. Click the response below each statement that best describes your feelings.
What we can do to put ourselves in the best possible position to avoid financial calamity.
Our suite of Financial Education Services (FES) is founded on providing a thorough education and consistent guidance with a confidential personal representative. With this relationship in place, we’ll work with you to determine your broad goals and set tactics for direct outcomes that build credit and help manage debt. We’ll empower you with the mindset, tools and products it takes to make an impact on your financial health.
Have a question? Contact Alyssa Walford at: