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FREE GUIDE: Financial Wellness Check-Up

Master your financial health check-up with our free 10-step guide

Person sitting crosslegged meditating, with money icons in each hand

You have a budget (check!), you have a good idea of your cash flow—what’s coming in and going out (check!), you have a retirement plan / 401(k) set up at work (check!) … so how’s it all working? 

It’s time to dig into your personal financial plan and make sure everything is running as smoothly as it should.

First rule? Don’t freak out. Managing your own finances can be easy, approachable and fun. It’s just a matter of keeping tabs on the plan you’ve created and how it’s working for you.

Next? Well, that's where we come in.

Download our 10-step guide to make sure your finances are in order. 


Great news! The Pocketnest app is now available! Download Pocketnest and get your finances in order—in just 3 minutes a week! No jargony finance-speak, pricey fees or in-person meetings required. Download now!

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