Financial Wellness
Ready to start your financial wellness journey?
Financial Wellness for Individuals and Families
At Fortera, we’re all about helping you feel confident about your money. We’ve got your back with tools, guidance, and support to make managing your finances less stressful and more empowering. Whether it’s workshops, one-on-one coaching, to cutting-edge digital tools, we’re here to help you crush your financial goals and build the future you want.
Our financial wellness program is a structured initiative designed to help individuals improve their financial knowledge, skills, and behaviors to achieve greater financial security and overall well-being. Topics can included items such as budgeting, saving, debt management, building credit and retirement planning.
Ready to start your journey? Email pcraft@forteracu.com or call 931.431.6800 to get started.
We also invite you to review some of our most popular resources below. From videos and articles to budget worksheets, these resources can help get you started down the path towards financial freedom.
Let’s work together to make it happen. Your journey starts here.
Watch and learn.
Your Credit Score and Credit Report are Waiting for You
Simulate Your Credit Score
Credit Score Goals
Understanding Your Credit Score
Money Management Online Tool
Budgeting Worksheets
Prefer to use pen and paper for your budgeting? No problem. Click the button to download a file that contains a Paycheck Budget worksheet, Budget Planner, Expense Tracker, Debt Snowball table and a Savings Goal Tracker.