Road Trip: Mastering The Strategic Process Of Action Planning

Road Trip: Mastering The Strategic Process Of Action Planning

Developing a Financial Wellness Program, Financial Counseling, Financial Health

By: 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

Financial Counseling, Financial Health

By: 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…

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