What does it mean to be financially fit as a Westoba member?
It means you know how to make your money work for you, even if you only have a little bit to work with. It’s about being able to have the money you need, when you need it, while living in a way that doesn’t exceed your income earned or putting a financial strain on your savings goals.
As Henry Neufeld, Director of Member Experience, says, “many members and their families will be weathering uncertain economic conditions this year. There are some financial opportunities that are less challenging to navigate with the right guidance and expertise. With our Financial Fitness Checkup and programming, we aim to help support your present and future financial wellness.”
As your financial institution, it’s our job to advise you about making good choices that align with your financial priorities. With Westoba’s Financial Fitness, we can provide you with the knowledge you need to cope with all the expenses and live your life the way you want – without the stress!
The Financial Fitness Hub
In the coming months, Westoba will provide resources for those interested in bolstering their financial literacy and who want to make adjustments to their financial plans. We are launching financial literacy blogs on westoba.com and our social channels, so you can learn more about:
- The Ultimate Guide to Improving Your Credit Score
- What’s My Net Worth?
- How to Practice Mindful Spending
- Preparing for Retirement
Find all new articles on our Financial Fitness page. You’ll discover more about Financial Fitness, what is a Financial Fitness Checkup, and see how healthy your finances are with our Westoba Financial Fitness Quiz!
Our free 3-minute quiz is a quick and easy way to check the pulse on your financial wellbeing and get helpful tips on how you could improve your financial fitness. Answer questions about your debt management, budgeting, and life insurance and come out with some actionable insights for improving your financial status.
You can take the quiz from the comfort of your own home or meet with one of our Financial Consultants and take it in the branch (or virtually). Whatever works best for you! Feel free to share results with our experts to get started on a customized plan for your financial needs!
Financial Fitness Checkup and Win a Free Apple Watch
To stay on top of your health, you’ll most likely visit your doctor once a year. There’s something else you should be scheduling yourself in annually: A Financial Fitness Checkup.
This gives you the chance to investigate how you’ve done financially over the past 12 months and to review whether you’re still heading in the right direction when it comes to managing your finances. If it’s about time you spoke to someone about your finances, book a conversation with one of our financial consultants today.
Book a Financial Fitness Checkup here and get a chance to win an Apple Watch – learn more about the giveaway.
We know financial fitness is different for everyone. The resources above are tools to help you get started on your financial journey or guide you to stay on the right path. Life plans can change; with them, so can your financial needs.
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