Welcome to Personalized Financial Insights

The Money Mentor is your personal guide to financial knowledge. When you click the Start Here button below, the Mentor will ask a few short questions. Then, it will organize a list of short videos and educational resources to help you better reach your goals.

Whether you’re planning for college, a new home, or retirement, the Money Mentor tools on this page will help guide you to success. Your financial wellness starts here, so click the button below, and let’s get started!

All your financial info. All in one place. My Dashboard allows you to connect your bank accounts, your investments, your home, your loans, and more. Once connected, you’ll be able to easily monitor your activity, including spending, budgeting, and savings.

Here you’ll find the tools to help you project your cash flow, plan for college, pay off debt, create a budget, and much more.

These short videos give you valuable information on timely financial topics, including identity theft, saving for retirement, and small business financing, to name a few.