FROM THE CEO, JENNIFER VENTIMIGLIA

It’s a new year, and you know what that means—fresh goals, new habits, and another chance to start strong. While everyone’s jumping into fitness routines or meal plans, there’s one area that’s just as important to focus on - your financial well-being.

Like many fitness goals, it may seem daunting, but here’s the thing: financial wellness isn’t about being perfect. It’s about making progress. And the best part? You don’t have to go it alone.

I’m thrilled to introduce Fortera’s new Financial Wellness Director, Peyton Craft. She and our team can help you build financial strength with expert advice, practical tools and a customized plan to reach your goals. Just like a personal trainer—but for your wallet!

Getting financially fit doesn’t have to be complicated. Like any habit, it’s about small, simple steps that add up over time. Here are a few ways to kick things off:

• Set a goal that fires you up: Whether it’s saving for something fun, crushing a loan, or just feeling in control, having a goal makes all the difference.
• Be flexible with your budget: Life happens, and budgeting tools can help you track and tweak as needed. Think of it like a GPS for your money.
• Automate the boring stuff: Savings transfers, bill payments—make these things happen on autopilot so you don’t have to think about them.
• Learn as you go: There are so many resources out there—workshops, webinars, even quick tips—that make learning about money easier than ever.

As we kick off this year, I want you to know how much we value you and your trust in Fortera. Let’s make 2025 the year we crush those financial goals together. Cheers to health, happiness, and hitting all your money milestones!

Happy New Year,
Jennifer Ventimiglia