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Steps to financial fitness

Like physical fitness, financial fitness takes three steps:
Set goals. Take action. Stay motivated.

You can get started today! Identify your goals, review a checklist for turning your goals into results, create a budget and prepare to meet with a financial professional with a handbook of worksheets and tips.

Get Your Financial Fitness Handbook (PDF)

Set goals

Set goals

To focus on retirement wellness, find out if you're saving enough and create an action plan to get or stay on track.

Start Calculating

Take action

Take action

Increase your retirement plan contribution to 10 percent of your pay or, if you can't push to the full 10 percent right away, consider starting with a smaller amount. You can also enter for a chance to win a Fitbit Flex™.

Take the 10% Challenge

Stay motivated

Stay motivated

A financial professional can be your financial fitness trainer. Before you meet, complete the financial fact finder in your handbook.

Find a Financial Professional

Keep in touch

Keep in touch

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