How do I create a financial goal?

Setting goals is crucial for achieving financial milestones and securing your future. What truly matters is identifying what motivates you financially. Therefore, we call the goal-setting widget "Your Motivation." This encourages you to reflect on your financial motivations and understand why making sound financial decisions is important to you.

With MoneyWellth Learning+, ensure accurate goal tracking by connecting your accounts first. Click here to learn how to set up the financial accounts. Once set up, follow the steps below to set a savings goal and confidently achieve your desired financial objectives.

Through the App:

1. Log in to your MoneyWellth Learning+ account.
   
   
2. On your dashboard, scroll right on the carousel to get to the Your Motivation tile and tap Update.
   
   
   
   
3. Enter your financial goal and tap Save.
   
   
   

Through the Website: 

1. Log in to your MoneyWellth Learning+ account.
   
   
2. On your dashboard, click Update on the Your Motivation tile.
   
   
   
   
3. Enter your financial goal and click Update.