Take a Closer Look at Your Relationship with Money

“92% of Americans say nothing makes them happier or more confident than feeling like their finances are in order. *”

Spring is a season of renewal and a great time to think about opportunities to improve your financial health, a key component of your overall physical and emotional well-being. Financial health isn’t about being rich; it’s about understanding money and personal finances, being aware of your money habits and tendencies, and knowing how to progress toward greater financial security.

Spending time thinking about your relationship with money — and discussing the topic with your spouse or partner if you have one — can bring clarity to your financial health. Consider the following principles of sound money management:

• Live beneath your means
• Differentiate between needs and wants
• Get real about your financial situation — think net worth, budget, and savings goals
• Devote time to financial education
• Get professional guidance on financial planning

Free Financial Wellness Planning

WAEPA Members are eligible for FREE Financial Wellness Planning through our partnership with EY. If you haven’t already registered for the EY Navigate^® site, visit waepa.org/ey to learn more and get started.