Your Money Matters — A Guide to Financial Independence for Women
Your financial wellbeing coach can assist · The latest tips and money-saving tricks. Financial...
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When people think of a coach, sports comes to mind first. And why not? It’s hard to imagine any athlete, whether in a team or individual sport, succeeding without a good coach. Coaches help people perform better. They help you build upon your strengths, and strengthen your weaknesses. They help you set goals that are right for you, and help you stay on track to successfully achieve them. That’s exactly what your Trustmark Financial Wellbeing coach can do for you and your financial situation. K G FW 2 = H B + Greater Knowledge + Better Habits = Financial Wellbeing For example: þ Help with future goals like retirement savings, college tuition, or saving for a major purchase. þ Emergency savings fund. þ Paying for healthcare expenses. þ Debt reduction plans. þ Feeling less stress about your finances. þ Help with creating a spending plan that works for you. Connecting to your why. Your why is your purpose. It’s what motivates you to action. It keeps you focused on your goals every day. Your why is your own, defined by you. Your coach can help you stay connected to it. About Trustmark Financial Wellbeing Coaches þ All Trustmark Financial Wellbeing Coaches are trained and CPFC certified. (Certified Personal Finance Counselor) þ Every coach is based out of a Trustmark Office. þ Your coach doesn’t work on commission, and will not try to sell you any investment product. Your coach is there to: þ Listen to you and take the time to understand your personal situation. þ Earn your trust. þ Help you set realistic financial priorities. þ Provide ongoing encouragement and guidance to help you achieve the financial goals you want to achieve. Confidentiality. Privacy. Security. What you discuss with your coach is never shared with anybody else. Not with your employer. Not with your manager. We comply with HIPAA privacy standards. And www.financialwellbeing.com utilizes the same security technology used by many top financial institutions. Connecting With Your Coach Once you register/login to www.financialwellbeing.com, connecting with your coach is as easy as clicking on his/ her photo. You can also use the calendar icon to schedule an appointment or send a chat message. Taking Action Write down one goal or the first step you WILL take after this orientation. Define your WHY. Notes & Take-aways: Meet The Trustmark Financial Wellbeing Coaching Team “It’s all about motivation. And can we actually take action. Small, little incremental actions make a massive impact later. And I think ultimately, that’s where a coach is going to be extremely helpful early on.” Bjorn L., Minneapolis, MN “What I would say to the people who are considering financial coaching is that it’s not about accomplishing everything. It may not even be about accomplishing most of it. It’s about accomplishing one thing. And that’s up to the participant. What’s the next thing that’s important to you?” Peter W., Lake Forest, IL Your financial wellbeing coach can assist you with many money-related topics. “I think the biggest thing I want people to know is that I’m here to help them. With goal-setting it’s really about focusing in on what your wants are and how can we connect your wants to where you need to go for yourself and where you see that piece of it.” Lauren G., Minneapolis, MN
Transcript of Your financial wellbeing coach can assist · The latest tips and money-saving tricks. Financial...
When people think of a coach, sports comes to mind first. And why not? It’s hard to imagine any athlete, whether in a team or individual sport, succeeding without a good coach. Coaches help people perform better. They help you build upon your strengths, and strengthen your weaknesses. They help you set goals that are right for you, and help you stay on track to successfully achieve them.
That’s exactly what your Trustmark Financial Wellbeing coach can do for you and your financial situation.
KG FW2=HB+Greater Knowledge + Better Habits = Financial Wellbeing
For example:
þHelp with future goals like retirement savings, college tuition, or saving for a major purchase.
þEmergency savings fund.
þPaying for healthcare expenses.
þDebt reduction plans.
þFeeling less stress about your finances.
þHelp with creating a spending plan that works for you.
Connecting to your why.Your why is your purpose. It’s what motivates you to action.It keeps you focused on your goals every day. Your why is your own, defined by you. Your coach can help you stay connected to it.
About Trustmark Financial Wellbeing CoachesþAll Trustmark Financial Wellbeing Coaches are trained
and CPFC certified. (Certified Personal Finance Counselor)
þEvery coach is based out of a Trustmark Office.
þYour coach doesn’t work on commission, and will not try to sell you any investment product.
Your coach is there to:
þListen to you and take the time to understand your personal situation.
þEarn your trust.
þHelp you set realistic financial priorities.
þProvide ongoing encouragement and guidance to help you achieve the financial goals you want to achieve.
Confidentiality. Privacy. Security.What you discuss with your coach is never shared with anybody else. Not with your employer. Not with your manager. We comply with HIPAA privacy standards. And www.financialwellbeing.com utilizes the same security technology used by many top financial institutions.
Connecting With Your Coach Once you register/login to www.financialwellbeing.com, connecting with your coach is as easy as clicking on his/her photo. You can also use the calendar icon to schedule an appointment or send a chat message.
Taking ActionWrite down one goal or the first step you WILL take after this orientation.
Define your WHY.
Notes & Take-aways:
Meet The Trustmark Financial Wellbeing Coaching Team
“It’s all about motivation. And can we actually take action. Small, little incremental actions make a massive impact
later. And I think ultimately, that’s where a coach is going to be extremely helpful early on.”
Bjorn L., Minneapolis, MN
“What I would say to the people who are considering financial coaching is that it’s not about accomplishing
everything. It may not even be about accomplishing most of it. It’s about accomplishing one thing. And that’s up to the participant. What’s the next thing that’s important to you?”
Peter W., Lake Forest, IL
Your financial wellbeing coach can assist you with many money-related topics.
“I think the biggest thing I want people to know is that I’m here to help them. With goal-setting it’s really about
focusing in on what your wants are and how can we connect your wants to where you need to go for yourself and where you see that piece of it.”
Lauren G., Minneapolis, MN
Feel more confident and stress-free. Help with a spending plan. Financial planning tools and calculators. Access to your personal financial wellbeing coach. At www.financialwellbeing.com the power to feel more confident and stress-free about your financial situation, and future, is at your fingertips.
KG FW2=HB+Greater Knowledge + Better Habits = Financial Wellbeing
Build Great HabitsFinancial wellbeing is a step-by-step process. One that begins with knowing your financial habits. A quick survey generates a financial wellness score that serves as a starting point for building great money management habits.
See MoreClicking these buttons on your dashboard takes you into that part of the program, and those actions, tools, and educational content you’ll want to take advantage of.
Your Financial Wellbeing DashboardWhen you log in, this is what you see.
It’s designed for easy navigation to all the tools, tips and content within.
On the left half of the screen is your Financial Wellness Score.
On the right half, your Lifetime Income projection, this represents
a projection of your monthly income at retirement. This represents a
projection of your monthly income at retirement.
The navigation bar at the top of the screen provides quick links for:
þ Submitting feedback.
þ Notifications to help you get the most from the program.
þ Making an appointment with your financial wellbeing coach, and any messages from your coach.
þ Menu option for navigating quickly around the program.
Financial Wellness: Taking Action
We make it easy to take your first steps.
þ Complete your profile.
þ Link your accounts.
þ Your To-Do’s & Goals
Lifetime IncomeWe all want to retire someday. This part of the program shows you how ready you might be based on your profile,goals, income, investments and assets.
Investment IncomeHow to make your savings work best for you can have a huge impact on your retirement. Another quick survey here helps you determine the right mix for you.
Security Your account and personal information is our top priority. We’ll never share your personal information with your employer or anybody else, and it is anonymizedand data protected.
Your account information is protected by the same technology used by 12 of the top 20 U.S. banks, meeting/exceeding the most rigorous security and regulatory requirements.
Financial Wellness: LibraryRecommended ReadingShort, easy-to-read articles tailored to your goals.
Money HacksThe latest tips and money-saving tricks.
Financial Wellness: Spending
Seeing where your money is going allows you to focus on how to keep more of it.Through safe, secure account aggregation you’ll see your Cashflow and Budgets.
Who’s that person in the lower right of my dashboard?That’s your personal financial wellbeing coach. Click on that photo and you can start chatting with him/her right away.
“I’m here to work alongside of you. To work together to accomplish your goals. I think it’s good to understand: Where are you at?
What are your values? What’s important to you? And then how can we take little steps to tackle one thing at a time.”
