Achieving Financial Wellness

Created by UMCU, this tool introduces the four dimensions of financial health: spend, save, borrow, and plan. The tool provides two key indicators for each dimension that users can think about when they take steps toward achieving financial wellness.

Takeaways

  • Financial wellness consists predominantly of four dimensions: spend, save, borrow, and plan.
  • There are key indicators in each dimension that can help guide an individual toward financial wellness.