FINANCIAL WELLNESS
Go There
Together, we’ll help you define your goals clearly, get real about your finances without shame, and create a plan built on your values, dreams, and real life.
Your Goals, Your Money, Your Way
Personal Financial Wellness Education
Let’s talk about money honestly. No shame. No fluff. No pretending. Just real talk about what’s working, what’s not, and what’s possible.
Money conversations usually start with limits—what you shouldn't spend, what you have to give up, and where you're going wrong. But we're flipping that script. It’s not what you can’t spend, but what you can achieve. It’s not tightening the belt, but steering the wheel.
It IS about using money as fuel — not to restrict, but to direct your life exactly where you want it to go. Whether you're just starting out, bravely starting over, or leveling up to your next big goal, every step forward counts.
Let's Connect
If building a budget based on your goals and values speaks to you, then we would love to help. Start by reaching out to Peyton Craft, our Financial Wellness Director, at 931.919.9084 or at pcraft@forteracu.com. She will work with you to schedule an appointment (virtual or in person, the choice is yours).
Start Your Financial Wellness Journey Today
Create your free account to access your personalized financial check-up and educational resources, designed just for you.
Free Financial Wellness Tools:
Empower Your Team with Financial Wellness
At Fortera, we believe financially healthy employees build stronger businesses. That’s why we offer complimentary financial wellness resources your team can count on. From personalized budgeting tools and credit education to one-on-one financial coaching, our services are designed to reduce financial stress and boost productivity—at no cost to you or your employees.
Why work with us?
Read about our mindset when it comes to budgeting for real life.
We Get Real
Life can be complicated and full of surprises. Instead of hiding from that reality, we embrace it. It’s time to break up with financial perfection and address the real barriers. Give yourself permission to start where you are. You don’t have to have it all figured out – you just have to get real enough to begin.
We Don't See Budgeting As A Punishment
Your budget shouldn't feel like punishment. It should feel like freedom. It’s not about cutting back on everything you love—it's about prioritizing what's important. Whether that's buying your first home, finally taking that dream trip, or simply feeling secure enough to breathe easy, we help you build your budget around your dreams.
We Help You Get There
Goals don't happen by chance. They happen by choice. Every action you take is progress toward your "there," whatever that means for you. Use our practical tools and ongoing support to make sure your financial journey clear, manageable, and aligned with your purpose.
We Celebrate Wallet Wins
Small steps deserve celebration. Every step toward your goal is a Wallet Win—and every win fuels your momentum. Our Wallet Wins Hub is a community where you can share your victories, learn from others, and build motivation with real-life inspiration.
Financial Wellness Seminars
From Conversation to Collaboration: Navigating Money in Relationships
Description
A supportive, practical webinar designed to help partners have healthier, more productive conversations about money. The session focuses on moving from financial tension or avoidance to teamwork and shared understanding.
Details
This event will be held on February 4th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to master money in your relationship? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if money conversations feel uncomfortable, lead to conflict, or get avoided altogether. It is also ideal for couples who want to strengthen trust, align financial goals, and build a more collaborative approach to managing money together.
Savings Simplified: How to Prepare for Life’s Milestones and Mishaps
Description
A practical webinar designed to make saving feel more manageable and less overwhelming. The session focuses on building confidence around savings by breaking it into simple, realistic steps.
Details
This event will be held on March 4th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to simplify your savings goal? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if saving feels confusing, intimidating, or hard to prioritize. It is also ideal for anyone looking to start saving, rebuild an emergency fund, or create a clearer plan for life’s planned moments and unexpected mishaps.
Building Better Budgets: How to Make Your Budget Work for You
Description
During the webinar, we will explore how to create a budget based on your income, expenses, and priorities, while allowing room for changes along the way. Participants will learn practical tools for tracking spending, adjusting their plan, and using a budget as a guide rather than a restriction.
Details
This event will be held on April 1, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to simplify your budgeting goals? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if budgeting has felt restrictive, frustrating, or hard to maintain in the past. It is also ideal for anyone who wants a clearer picture of their money and a budgeting approach that actually works for their lifestyle.
The Next Step: Smart Financial Planning for Life After Graduation
Description
During the webinar, we will cover key financial topics you are likely to face after graduation, including budgeting with a full-time income, understanding benefits, managing student loans, and planning for near-term goals. Participants will leave with tools and next steps to help them navigate this transition with confidence.
Details
This event will be held on May 6th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to prepare for life after high school? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is ideal for graduating students or recent graduates who want guidance on what comes next financially. It is also a great fit if you feel unsure about managing money after college or want to start your post-graduation journey with a solid plan in place.
Monetizing Your Skills: Tips for Building Your Side Hustle
Description
A practical webinar designed to help you turn what you know into an income opportunity. This session focuses on exploring side hustle ideas and building them to support your financial goals.
Details
This event will be held on June 3rd, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to build a side hustle? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if you are interested in starting a side hustle or already earning extra income and want to manage it more intentionally. It is also ideal for anyone looking to diversify income streams while maintaining balance and long-term financial stability.
Smart Borrowing: Navigating Debt and Credit with Confidence
Description
During the webinar, we will cover credit basics, common types of debt, and how borrowing choices impact your financial future. Participants will learn strategies for managing existing debt, improving credit habits, and making informed borrowing decisions.
Details
This event will be held on July 1st, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Are you ready to tackle your debt and work on your credit? Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is ideal if credit feels confusing or intimidating, or if you want to be more intentional about how you use debt. It is also a great fit for anyone looking to strengthen their credit foundation and feel more confident navigating borrowing decisions.
Back to School, Back to Budgeting: Strategies for Success
Description
During the webinar, we will cover budgeting strategies for back-to-school costs, managing recurring expenses, and planning ahead for the school year. Participants will learn ways to stay organized, adjust their budget as needs change, and reduce financial stress during the academic year.
Details
This event will be held on August 5th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if back-to-school expenses feel overwhelming or hard to manage. It is also ideal for students seeking a clear plan to balance school costs with ongoing financial responsibilities.
Investing 101: Building Wealth for the Future
Description
An introductory webinar designed to help you understand the basics of investing and how it fits into long-term financial goals. This session focuses on building knowledge and confidence around investing for the future.
Details
This event will be held on September 2nd, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if you are new to investing or feel unsure about where to start. It is also ideal for anyone who wants to build long-term wealth but needs a clear, beginner-friendly overview to get started with confidence.
Benefits Simplified: Navigating Open Enrollment with Confidence
Description
During the webinar, we will walk through common benefit options, including health insurance, retirement plans, and other employer-provided benefits. Participants will learn how to compare options, understand key terms, and select benefits that align with their needs and financial goals.
Details
This event will be held on October 7th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if open enrollment feels confusing or overwhelming. It is also ideal for anyone who wants to feel more confident reviewing benefits, asking the right questions, and making choices that support their overall Financial Wellness.
Fraud-Free Finances: Strategies to Protect Your Money and Identity
Description
During the webinar, we will cover common types of financial fraud, warning signs to watch for, and simple actions you can take to safeguard your accounts and personal information. Participants will learn preventative strategies that support long-term financial security and peace of mind.
Details
This event will be held on November 4th, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if you want to better protect your money and identity or feel unsure how to spot potential scams. It is also ideal for anyone looking to strengthen their financial safety habits and stay informed in an increasingly digital world.
Smart Money Moves: Wrapping Up 2026 and Planning Ahead
Description
A practical webinar designed to help you reflect on the past year and prepare financially for what comes next. This session focuses on turning year-end insights into intentional plans for the future.
Details
This event will be held on December 2nd, 2026, at 1:00 p.m. from the comfort of your couch (this will be a webinar). Please click here to RSVP. First time attending one of our webinars? No problem, just set up your free Financial Wellness Powered by Enrich account, then kick back and enjoy!
Is it right for you?
This webinar is a great fit if you want to review your financial progress, reset goals, or plan ahead with intention. It is also ideal for anyone looking to feel more organized, motivated, and confident heading into the new year.