9 Steps to Financial Wellness with Jamie Bachman

Posted By: Alana Lesnansky Financial Wellness,

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Are you making smart decisions with your money that will help you accomplish your future goals?  

Sound financial management is a process that begins with your first paycheck and continues through each stage of your life. Every decision you make about money today forms the foundation for your financial future.  We’ve developed a multi-step plan to help you achieve financial success.  These steps can take you from where you are now to where you want to be.

As the Director of Market Development at Principal Financial Group, Jamie serves as a dedicated brand ambassador representing the Principal Financial Network with individuals, business owners and associations.  Jamie’s commitment to financial inclusion is evident as she passionately believes in the power of financial education and opportunity to uplift individuals from diverse backgrounds. Her approach combines data-driven insights, innovative strategies, and a genuine connection with people to deliver resonate information and resources.

Presentation Links:

Financial Goals Worksheet

Budget Worksheet

Compare Bank Rates

Debt Management Worksheet

Disability Calculator

Retirement Wellness Planner

About Diversification

Estate Planning Workbook

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