The 10 Branches of Financial Wellness

Do you want a vibrant and thriving financial life — one that supports your goals and your vision for the future? Branches Financial Wellness can help you develop a money mindset that helps you balance your pennies with your priorities by cultivating the 10 branches of financial wellness.

Download the free guide below to begin.

About the Guide

Do you struggle with keeping your financial life in balance and thriving? There are no one-size-fits-all answers when it comes to managing your money. Branches Financial Wellness gives you the information and perspective you need to start taking control of your finances starting today. With a forgiving and flexible approach, you can begin to focus on exactly what you need to get your financial house in order once and for all.

“Financial wellness is more than a 401(k) balance, credit score or your net worth — although these are all important elements of it. The fertile soil that cultivates true financial well-being begins with a healthy relationship with money.”

Budgeting
Pennies & Priorities

Jack Lew, the 76th U.S. Secretary of the Treasury, once said, “The budget is not just a collection of numbers, but an expression of our values and aspirations.” And what’s true for the federal budget is true for your personal budget too. A budget clarifies priorities. If you want to know what you value most, scrutinize how you spend two things — your time and your money.

In other words, creating a budget can not only help you afford that theme park vacation you’re yearning for, but it can also be a useful tool to help clarify and prioritize what’s most important in your life. All too often, we think of budgeting like a restrictive diet — cut out all the things you like and get ready to live with a rumbling tummy. But a budget designed to meet financial goals and one that works with your lifestyle and values, rather than against them, can help you have your cake and eat it too.

If your life circumstances change significantly (e.g., a job loss or windfall), a budget can help ensure your personal finances don’t go off the rails. If you have poor impulse control when it comes to spending, a budget can be used as a tool to develop greater fiscal discipline. Or, if you’ve just left the nest and are managing your money for the first time, a budget can help you establish sound financial habits for the future. In these and many other ways, having a budget can be foundational to your financial wellness.

Inside You’ll Learn How to:

  • The 10 branches of financial wellness.
  • Strategies for digging out of debt.
  • How to budget your way to a happier life.
  • Ways to improve your retirement readiness.
  • Ways to deal with financial fears.
  • Steps to plan and leave a financial legacy.

17,000

Words

In about an hour, this easy-to-read guide will introduce you to the principles of Branches Financial Wellness. In it, you’ll find practical and actionable advice to help you manage your money in a way that’s right for you.

Branches Financial Wellness is where money grows on trees.

Branches
Financial Wellness

Branches Financial Wellness is offers value-driven personal finance support to help you focus on what matters most while providing the flexibility and information necessary to make better decisions for yourself and your money.

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Take the Next Step and Branch Out!