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Financial Wellness Assessment

Our financial health assessment can help you:

  • Measure your financial well-being and compare it to other U.S. adults.
  • Get suggestions for steps to take now.
  • Track your progress over time.

Curious how it works? Learn more about this survey.

These eight questions ask you to reflect on your financial attitudes.

This Week

Personal and Professional Etiquette

Whether you're applying for a new job, having a business lunch or talking about money, everyday personal etiquette says a lot about you.

About South Metro Federal Credit Union

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.

A photo of Alyssa Walford.

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Alyssa Walford

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