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Happy World Financial Planning Day!

12:54 04 October in Member Education
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Happy World Financial Planning Day! 🎉

World Financial Planning Day – celebrated on October 4 this year – raises awareness of the importance of financial planning.

It’s a great opportunity to take charge of your financial health and plan for your future. A financial plan can help you achieve your goals and live your dreams. But where do you start? Great question! 

At First New York, we offer a free service called a Financial Wellness Check. A Financial Wellness Check is a comprehensive review of your current financial situation and personalized recommendations for improvements.

A Financial Wellness Check can help you:

  • Understand and improve your credit score
  • Identify your short-term and long-term financial objectives
  • Find ways to save money
  • Plan for retirement and other milestones
  • Learn about our products and services that can benefit you

Click here to schedule your Financial Wellness Check today. Our friendly and knowledgeable staff will happily assist you and answer any questions.

Take control of your finances, and plan for tomorrow with a no-cost, no-obligation Financial Wellness Checkup.

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