What are your top money to-dos?
The goal of pHERsonal finance day is to help you generate $5K in value by lowering your 401K fees, opening a higher-interest savings account, lowering your home loan interest rate, etc. Not everyone's financial to-do list is the same and not all financial to-dos generate the same return. We have designed this survey to help you identify your "biggest" money to-dos so you can focus your time where it will get you the most dollars. We are excited to partner with you on this money journey!