Overwhelmed by Financial Goals? Here’s Where to Start

Financial goals can be overwhelming. This video will help you find your starting point, whether you're newly-married or just trying to get on track.


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.

Wish you had extra money to put towards your debt?

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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.

*Statistics cited in the video: 70% of couples are stressed and fight about money. Money causes stress in relationships at all income levels.