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Dear MRS EXAMPLE Welcome to Momentum FundsAtWork. Your employer has chosen us to help you to improve your financial wellness. To be financially well means to know your own financial needs and to take
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Start by evaluating your current financial situation by looking at your income, expenses, debts, and savings.
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Set financial goals that are specific, measurable, achievable, relevant, and time-bound.
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Create a budget to track your income and expenses, and make adjustments as needed to stay on track.
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Who needs what is financial wellness?

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Financial wellness refers to the overall health of one's financial situation, including their ability to meet financial obligations, manage debt, save for the future, and plan for financial goals.
Individuals who want to improve their financial management skills and overall financial well-being may benefit from understanding and implementing financial wellness strategies.
To fill out a financial wellness assessment, individuals typically need to provide information about their income, expenses, debts, savings, investments, and financial goals.
The purpose of financial wellness is to help individuals improve their financial literacy, make better financial decisions, reduce financial stress, and achieve their financial goals.
Information such as income, expenses, debts, savings, investments, and financial goals may need to be reported on a financial wellness assessment.
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