Financial Education

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Welcome to Wealth Steps

A CBA Sponsored Financial Wellness Program

Wealth Steps is a step-by-step financial wellness program that provides CBA members with a foundation for financial decision-making using a holistic, personalized approach.

Through a series of customizable, in-person workshops hosted at The Chicago Bar Association, Wealth Steps provides CBA members with:

  • Knowledge of how to maximize their lifetime earning potential through protection, saving, and planning;

  • Access to a secure, personalized website to analyze their individual financial situations; and

  • Complimentary one-on-one consultation with a Wealth Steps specialist for any member upon request.

 

The Reality Is...

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People work hard to make the most of their income and create momentum with their money — amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy.

So, what if life doesn't go as planned? What if you don't save as much as you thought you would? Or your investments don't produce as you had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?

 

45%

of Employees say that financial matters cause them the most stress in their lives.

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Source: Employee Financial Wellness Survey, PWC, 2016


INTRODUCING

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Wealth Steps is a CBA Sponsored financial wellness program that introduces CBA Members to essential personal finance concepts from a unique balance sheet perspective. It's a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.

The step-by-step approach of Wealth Steps shows you the simple logic and the ideal order of financial decision-making that will guide you toward a solid financial future with clarity, confidence, and security.

 

 

Wealth Steps is a program that offers:

 
  KNOWLEDGE

Knowledge

Series of in-person and/or web-based workshops supported by automated communications.

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Access

Participants get access to a secure, private, confidential website and receive a personalized scorecard.

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Coaching

Access to a complimentary, one-on-one consultation with a professional Wealth Steps specialist.

 

Wealth Steps is a service mark of The Guardian Life Insurance Company of America ® (Guardian), New York, NY 10004.
© 2018 Guardian. 2017-38053 Exp. 03/2019