Create a bigger, better and brighter future for your members

Be a trusted money advisor who can be turned to for anxiety-reducing help.

Money can be stressful for people.

The numbers don’t lie. According to the National Financial Capability Study:

  • More than half of Americans (53%) agree that “thinking about my personal finances can make me feel anxious”
  • As many as 44% of Americans agreed that “discussing my finances can make my heart race or make me feel stressed”
  • A whopping 63% of millennials, defined as those 18 to 34 years old, said they are financially anxious, and 55% feel stressed
  • Women, as well, are financially anxious; 57% of women said they felt financially anxious versus 47% of men. And 49% of women feel stressed when discussing their finances versus 38% of men.

Financial stress can take a toll on people’s health, relationships and overall sense of well-being. They are looking for someone they can trust to guide them beyond their questions and concerns towards a bigger, better and brighter future.

 

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