Financial Wellness

Photo of couple working on household budget together

Wherever you are in life, whether you want to get started with a simple budget or set up a manageable plan for paying off debt, our Financial Wellness Coach, Lesley is your resource for all things money management. Get started with the resources below or reach out to Lesley directly.

Ask Lesley
Photo of couple working on household budget together



Budgets get a bad rap. Everybody needs one, but oftentimes the process can feel daunting. It doesn’t have to be. You can make a budget that’s simple and works for you. Lesley breaks it down for us in five simple steps.

"There are bills you need to pay and things you want to purchase. With a little bit of planning you can do it all."
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Personal Finance Tool
Stay on top of your finances with our money management and budgeting tool. With smart expense tracking, and mobile access, you can manage your finances with ease, from anywhere.
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Round It Up
Round It Up makes saving automatic by rounding debit card transactions to the nearest dollar. The aggregate amount is transferred from your checking account to a designated savings account the next day.
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Lesley Warn, Financial Wellness Coach is available to chat about all things money management. Complete this short form and Lesley will get in touch.
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