Whether you’re merging your finances for the first time or simply overwhelmed by financial goals and unsure where to start, we have some tips for you. In this video, brightpeak’s own Andy walks newly-married coworker Katie through the first six steps of brightpeak’s financial advice framework.
Watch it to hear the advice he gave Katie, and discover your best place to start.
Start the season with a plan.
Sign up for the challenge that will put you in the holiday spirit, stress-free.
Now that you know your starting point, it’s time to set a goal. Get off on the right foot with the Ready, Set Goals! challenge.