Financial Wellness Assessment Video Podcast
Description
Seeking individuals interested in participating in a one-time financial wellness assessment. During this session, they will have the opportunity to have their personal finances reviewed. The assessment will cover their checking and savings accounts, personal loans, student loans, credit card statements, investments, and any other related financial documents. The goal is to identify any bad spending habits, guide debt management, and assist in creating a personalized budget plan. This content will be posted on YouTube and other social media platforms for others to learn from.