A financial plan can help you meet everyday expenses, prepare for unexpected emergencies, and retire with confidence. UW–Madison offers a variety of resources and programs to help you build an initial financial plan and update it as needed as circumstances change.
Develop a Financial Plan
A Financial Wellness Action Plan can help you assess where you are now and determine how to reach your financial goals.
The ETF Financial Fitness Program offers free financial education designed to help you take control of your financial future and improve your financial well-being. The program includes a Financial Fitness checkup, online learning tutorials, and free access to a financial coach for up to 30 days.
Budgeting and planning tools allow you to make future financial decisions based on accurate and complete information.
Benefits education sessions, offered at no cost to UW–Madison employees, will help you understand your benefits options and make choices that improve your financial well-being.
Our Financial Checklist can help you get started.