CEO Letter: New Year’s Resolution (Small Steps Make Big Changes!)

Jan. 1, 2019

2019 is getting started. The start of a year is a good time to take stock of your financial situation. Maybe think of a financial resolution.

We have an excellent resource to start and hold to that financial resolution—our Money Management module through the desktop or on your mobile.

In January start simply by looking at how you spend your money. See how our system tracks where your money is going. It’s easy to reclassify transactions, and our system remembers those classifications.

In February add in the accounts you have outside the credit union. It’s easy, and then you have one place to get a snapshot of your entire financial situation.

By March you are ready to start setting spending levels and seeing what kind of budget makes sense.

Each month after that you tweak how you track and what you spend your money on. Before you realize it, you’ve gone an entire year and moved yourself further down the path of financial wellness. All this with your financial partner for life, Pacific NW FCU.