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Financial Wellness Assessment

August 20, 2021

Let’s Get You Financially Fit

When was the last time you gave yourself a financial assessment? Whether it’s been a long time or something you’ve never done before, you’re in the right place. Our friends at Banzai have put together a 5-minute session for you to take a step back and analyze your spending, budgeting, and saving habits. This will allow you to quickly reflect on how you’re currently managing your personal finances.

Think of Banzai Coaches as your own personal financial trainers, here to help you whip your finances into shape. The Banzai Coaching Session below will take approximately 5 minutes to complete. During this session you will:

  • Answer questions to determine your current financial wellness

  • Discover your personal financial strengths and weaknesses

  • Explore resources that can help you reach your goals and find ways to financial freedom

Your individual financial decisions and goals will be assessed before giving you recommendations on where you can improve, as well as how to get started on your new path.

Get started with your Banzai Coaching Session:

Assess Smarter

Want to learn even more about your own personal financial situation and ways to improve it? Make an appointment with one of our friendly and knowledgeable representatives today.

Bring This Session to a Live Setting

If you would like to schedule our Community Educator for a seminar or workshop for any Financial Friday educational topic, please email your request to

Interested in learning more? There are also additional resources which have been created specifically to help you gain financial freedom. Feel free to use these anytime.

Posted in: FinancialFriday

Let’s Get Started

We look forward to helping you.

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