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On the Phone

Savology

Plan your financial future
in just a few minutes.

A comprehensive tool to help you manage your savings, debt, retirement, estate and more.

Brought to you for FREE- as Faculty Members for the National Institute of Financial Education- to bring you the benefits of financial wellness.

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Partnering with National Institute of Financial Education to bring you the benefits of financial wellness.
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Personalized recommendations

Receive personalized recommendations and next steps on how to make significant financial improvements.

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Financial plan

Gain insight and direction into your financial future with a personal financial plan.

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Literacy resources and tools

Improve your financial literacy with access to effective tools such as quizzes, calculators, and surveys.

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Share your account

Get help staying on track by sharing your account with a spouse, partner, friend, or financial professional.

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Free estate document

Get started on the right track with your financial planning with a free guardianship nomination.

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Fully unlocked report card

Your fully unlocked Report Card will give you a full snapshot of your current financial health.

Plan your finances in 3 easy steps
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1
Take the survey

Getting started is simple. Create your account and answer some profile questions in just a few minutes.

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2
Review your plan

Explore your personalized financial plan, report card, and action items to start working toward your financial goals.

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3
Work with your advisors

The Borrow Smart Advisors can help you understand your plan, answer questions, and provide even more insights.

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Take control of your financial future

Are you ready to make your goals a reality? Financial planning is easier than ever when you work with Savology and The Borrow Smart Advisors (via their partnership with the National Institute of Financial Education).

We look forward to being the guide on your homebuying and wealth-building journey.

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