The Steward

There is no ‘stewing’ in regret for the Steward. You are a prudent money manager who works on your financial goals without taking on too much risk or debt. You are likely to be someone who evaluates your purchases carefully and pays off your debt on time and in full as much as you can.

The Steward

There is no ‘stewing’ in regret for the Steward. You are a prudent money manager who works on your financial goals without taking on too much risk or debt. You are likely to be someone who evaluates your purchases carefully and pays off your debt on time and in full as much as you can.

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Today is the day you start putting yourself first

You are money-savvy, admired by many. Stay one step ahead by not missing a single opportunity.

Financial Personas

We developed 6 financial personas, based on a combination of the top 2 dominant financial personality traits. Some personas had better financial wellness index scores on average than others.

Which persona are you?

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