How W.I.S.E. is Your Money Plan? 

Kudos for taking steps to strengthen your financial plan! 



Whether this is your first step toward creating a financial plan or you’re looking to brush up on an existing plan, the W.I.S.E. Money Plan checklist can keep you on track.


Some topics might be uncomfortable to think and talk about. For those who take the plunge and talk about“what if” situations – becoming sick, disabled or passing away – start to feel empowered. Nobody can plan for every contingency that might happen in life, but taking these steps can bring a great peace of mind.


The W.I.S.E. Money Plan was written as a way to quickly pinpoint areas to bolster your financial plan. By consistently using it over the course of year, you can have the building blocks of a successful financial future.

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