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. That being said, we don't know your money situation as well as you. Use this quiz as a guide but feel free to join whichever sessions seem most relevant to you and your personal & professional goals. We are excited to partner with you on this money journey!