At Richwood Bank, we’re committed to empowering our communities with the tools and knowledge needed to thrive financially. That’s why we’ve partnered with Banzai, a leader in financial education, to offer resources that can help you take control of your money.
From providing a financial curriculum for high school students to offering courses tailored for our non-profit partners, we’re here to support financial literacy at every level. In this post, we’re sharing a coaching tool that will help you determine where you are in your financial journey.
Are you just starting out, trying to figure out how to budget effectively? Maybe you’ve hit a few bumps along the way, and managing money feels overwhelming. Or perhaps you’re feeling confident but want to ensure you’re making the best financial choices possible.
Wherever you stand, the Financial Wellness Assessment is a great place to begin.
This tool invites you to step back and reflect on your spending, budgeting, and saving habits. It offers personalized recommendations tailored to your financial decisions and goals—plus a variety of online resources designed to help you move closer to financial freedom.
Taking the assessment is simple:
- Click Get Started.
- Answer the questions honestly.
- Receive actionable feedback to guide your next steps.
Let’s make 2025 the year you take control of your finances! Ready to see where you stand? Click below to begin your Financial Wellness Assessment today.
While we hope you find this content useful, it is only intended to serve as a starting point. Your next step is to speak with a qualified, licensed professional who can provide advice tailored to your individual circumstances. Nothing in this article, nor in any associated resources, should be construed as financial or legal advice. Furthermore, while we have made good faith efforts to ensure that the information presented was correct as of the date the content was prepared, we are unable to guarantee that it remains accurate today.
Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.
