Financially Coping (40-79 points)

Individuals who score as financially coping may be thriving in some areas but struggling in others. They may have a significant amount of debt, but still make all minimum payments on time, or manage debt well but are without retirement savings. Further, an unplanned expense could lead to financial instability, if an emergency savings fund is not established.

How can Broadview FCU be supportive? Broadview Financial Well-Being offers a wide range of learning opportunities. The educators relate real-life situations, using practical tools and methods to help guide all individuals to pursue future financial independence.

Some of our topics that may be of interest include:

- Budgeting with the 50/30/20 Rule and managing inconsistent income
- Debt “snowball” paydown strategy
- Setting financial goals
- Fundamentals for retirement preparation

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Has your financial situation changed? Retake the survey on your desktop