Making A Splash Into Your Finances

Welcome to the first step on your financial wellness journey! Whether you are looking for tools and resources to help you realize your financial goals or are wanting to meet one-on-one with a financial professional to discuss a personalized strategy, we’ve got you covered.

Resources to help you live your passion

No matter what stage of life you’re in, we’ve got the tools to help you get started on your financial wellness journey. Explore the resources and act on what’s important to you now and for your future.

Life
Insurance

Life insurance can be widely misunderstood and an often avoided topic, learn the ins and outs to help guide your future.
 

Debt: Understanding the good, the bad, and the ugly

Learning more about debt and how to manage can help you now and in the future.
 

A Deep Dive into
Taxes and 1099s

Alerting you to the importance of taxes, when to pay and what form(s) to use so you’re not penalized.
 

BUDGETING
201

Breaking down your spending between wants and needs and how to budget accordingly.
 

Developing Your
Personal Economy

This information will help you develop your personal economy, starting with your budget.
 

Bugeting Basics

No matter your income, understanding how you spend your money is key to your financial wellness. This session walks through the most common elements of a budget and provides estimates of what percent of your income should be allocated to each.

Creating Your OWN
PERSonal Economy

Most people understand the idea of investing as a way to grow money for the future, but the specifics can get a little fuzzy. This session covers investment basics and factors to consider when investing for the future.

INVESTING BASICS

Unsure how income, debt, savings, protection and other factors contribute to your financial wellness and personal economy? This session focuses on the six elements of your personal economy and how they work together to help you achieve your financial goals.

Create your retirement vision

GET help FROM a financial professional

As a member of USA Swimming, you have an opportunity to meet with a financial professional at no cost to you. A financial professional can provide you personal guidance no matter where you are in your financial journey. From assistance with debt management to creating an overall financial road map to assisting you in finding financial solutions to meet your needs, our financial professionals are here to help.

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