My Financial Pal

Here's what you'll need:

To make the most of your experience, please have these items ready:

• Your monthly take-home pay (after taxes and deductions)
• Recent statements for any debts (credit cards, loans, etc.)
• Interest rates for all your debts
• Your typical monthly expenses for:
  • Housing (rent/mortgage)
  • Utilities (electricity, water, internet, etc.)
  • Transportation costs
  • Other regular expenses

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You'll go through these quick steps:

1. Tell us about yourself
2. Choose your financial goal
3. Share your income details
4. List your debts and investments (if any)
5. Input your monthly expenses
6. Review everything
7. Get your personalized plan!