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What is Financial Well-Being?

Financial well-being is deeply personal and unique to you. It is not about simply accumulating wealth or possessions but requires that you understand your relationship with and attitudes about money.

Financial Well-Being Benefits

  • Feeling in control of day-to-day and month-to-month finances, covering expenses, and generally not worrying about having enough money to get by
  • Capacity to absorb a financial shock with a safety net to help you stop an expense from turning into a long-lasting setback
  • Being on track to meet goals that are important to you, whether or not a formal financial plan is in place
  • Flexibility to make financial choices based on what you value and what makes you happy

By focusing some of your energy on financial well-being, you can take control of your path toward financial security. Let’s discover what financial well-being is all about.

This information should not be considered or used as a substitute for professional health care advice. By providing this information, Portico Benefit Services is not providing any medical advice, diagnosis, or treatment. Each individual is responsible for his or her own health and medical treatment decisions. You should talk with your doctor to determine the lifestyle changes and health care treatment options appropriate for you.

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