In this video, I walk you through your Wallet Wellness Exam report, highlighting each section to help you understand how to improve your financial health. We cover your profile, financial health goals, and the current condition of your finances, including a breakdown of your income, debt, savings, credit, and investments. I emphasize the importance of clicking on the provided links for resources and guidance. Additionally, I outline your 12-month projection and offer insights from your primary care consultant on your financial profile. Please remember to engage with the resources and stay committed to your financial plan for the best results.
Introduction to Wallet Wellness Exam
Financial Health Goals
12 Month Projection
Cash Flow Plan Access
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