Financial Wellness Matters

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Financial Wellness – start a healthy relationship with your money. 

Here are a couple of key steps that are simple and make a big impact on your goal of establishing healthy money habits.  

Prioritize debt. High-interest credit card balances are bad debt. Pay it off, pay it off and pay it off.  If you have multiple cards analyze the interest rate charged on each card and prioritize payments on the card with the highest interest rate first.  

Enroll in auto-savings. A great way to help yourself to save is to have it come automatically out of each paycheck. Set this up for the entire year ahead- any amount is better than none.  Check the dollar amount every 3 months and see if your budget allows you to increase even by $5.00 or $10.00, before you know it you’ll be saving more than you thought you could! 

Use technology. Sometimes figuring out a budget, expenses and savings is enough to deter you from ever getting a true grasp on your finances to begin with. Let technology help!  Many financial sites offer free online debt calculators and there are available apps that will assist in tracking your budget and expenses, so you don’t have to worry about the calculations. 

Let’s start a new conversation around money and begin the steps to building financial wellness. 


A healthy lifestyle includes the relationship you have with your money. Learn more at our upcoming course Financial Wellness: Healthy Money Basics.




340 E Central Ave/ Missoula, MT 59801  Phone: (406) 549-6718   Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) Member FINRA and SIPC.  Insurance services offered through Flaherty Financial Services, Inc., which is not affiliated with SPF.  SPF does not provide tax or legal advice.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced CA, DC, GA, ID, MD, MT, NC, UT, VA, WA.

Check the background of this financial professional on FINRA’s



Erin Steele

Erin Steele, Laying Groundwork Instructor

Erin Steel is a Financial Advisor and business owner with over 10 years of experience in financial services. Erin encourages people to talk about money and passionately believes financial literacy is an empowering aspect of personal wellness. Erin teaches Laying Groundwork courses on healthy money matters, including personal and family financial planning, budget creation, understanding
common investment terms, and more.

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