Road Trip: Mastering The Strategic Process Of Action Planning

Road Trip: Mastering The Strategic Process Of Action Planning

Denise Keiser AFC®, Counseling Programs Manager

People seek financial counseling because they want things to be different in their financial lives. They are looking for change like relief from surmounting debt, less financial stress, or they have important financial goals to reach like buying a home or saving for retirement. Regardless of the individual’s reason, the counseling process is the same. The process starts with…

Swipe Up: Social Media Spending

Swipe Up: Social Media Spending

Lindsey Deinhardt, Director of Organizational Development

Over decades, we have integrated social media into our lives: it is how we connect with people and organizations. Consequently, companies have taken advantage of this and turned what used to be a networking tool into an easy way to advertise. The average American will spend more than…

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Jen Martin, Director of Partner Relations

In the first article in this series, we discussed how searching for the perfect financial fitness partner is like dating. Then in part two, we reviewed that every great partnership requires commitment (similar to a marriage), goal alignment, and working together. In part three, we will talk about how relationships change or adapt over time…

Debt Management Plans

Debt Management Plans

By: Denise Keiser AFC®, Counseling Programs Manager

Getting out of debt for many people is like losing weight. As easy as it was to rack-up, just like those few extra pounds, it now seems overwhelming to clear up. Most don’t know where to begin. If they do, they may lack the motivation to start. Turning to a…

Upstreaming Financial Services

Upstreaming Financial Services

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

There is a parable used in the healthcare industry that has changed the way I think about serving people. I would like to share this parable, which I heard told by Dr. Rishi Manchanda, the founder of HealthBegins, in a TedTalk called, “What is an Upstreamist in…

Are Your Members Financially Healthy?

Are Your Members Financially Healthy?

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

When I first heard of the Financial Health model created by the non-profit, Financial Health Network (formerly CFSI), I was thrilled. This framework offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple. They offer…

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