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.
Budgeting and planning tools allow you to make future financial decisions based on accurate and complete information.
Take control of your money with lessons from Banzai, who has partnered with UW Credit Union to bring you quick tips on creating a budget, getting out of debt, saving for the future, and more.
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.