1. Establish a Financial Confidence Account

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Land 1: Confidence Clearing

Your challenges

Check off the boxes below as you complete each challenge. Complete all challenges to earn your Confidence Clearing badge.

Open a separate savings account for emergencies only

Open and name separate savings accounts for two specific goals – think vacay, new car, etc.

Automate! Now that you’ve got your accounts set up, make the savings part automatic

Move on to Organization Oasis

Start your savings now

A thousand-mile journey begins with a single step. On this journey, that step is opening a financial confidence account. Get moving, and see how a solid savings foundation will keep you grounded as you work toward crushing your goals.

Ready to earn your Confidence Clearing badge?

Explore these tips, advice and tools to become a Confidence Clearing pro! Then, put it all together where you'll map it out, think it through and take a quiz. Finally, take action! Accept the challenges in the Confidence Clearing Challenges box above.

Ready, set, go!

Video

Safety nets: Check your fear at the door

Learn the importance of a financial confidence account

WATCH

Article

A financial confidence account isn't the end, it's the beginning

Your FCA is the beginning of your savings journey

Calculator

Crush your savings goals

Use this savings calculator to see if you’re going to hit your target

Calculate

Checklist

Your financial confidence account. Your future.

Start building your financial confidence account today

Article

New roofs, car repairs and other (non) emergencies

How to prepare for when the worst happens (and when life happens)

Infographic

Make the leap from spender to saver

Do it now, relax later

Map it out
Start your savings: Mind Map it
Let's figure out how what you've learned so far fits into your life.
Go!
Think it through
Think it through

Have you established your financial confidence account and set a goal to save $1,000 (if you haven’t already)?
Quiz
Question 1 of 5

Your values reflect what matters most to you. These should be aligned with ________.

A

Your expenses

B

Your savings

C

Both

Next

Question 2 of 5

Your financial confidence account (FCA) can be used for non-emergency expenses.

Back

A

True

B

False

Next

Question 3 of 5

What percent of your financial confidence account (FCA) should be kept in a fire proof safe in cash?

Back

A

25%

B

15%

C

40%

Next

Question 4 of 5

You should be saving for expected expenses (home improvement, car maintenance) in a separate account from your financial confidence account (FCA).

Back

A

True

B

False

Next

Question 5 of 5

Once you have your financial confidence account (FCA) in place, your next step is to invest in the stock market.

Back

A

True

B

False

Next
Congratulations

You're on your way! You got {0}/{1} questions right.

Right on! You answered all of the questions correctly. You’re ready for Organization Oasis! Before you go, check off what you’ve completed in the “Your Challenges” box above.
- - You missed this question: Your values reflect what matters most to you. These should be aligned with ________. Remember, your values should be aligned with both your expenses and your savings.
- - When asked if your FCA can be used for non-emergency expenses, you answered incorrectly. Your financial confidence account should be used for emergencies only.
- - You missed this one: What percent of your financial confidence account should be kept in a fire proof safe in cash? The answer is 15%.
- - You answered question #4 incorrectly. Remember, Your FCA is just for emergencies. Saving separately for expenses that you can plan ahead for is the way to go.
- - You didn't recall what to do after your financial confidence account is set-up. Here's a good next step: save at least 3 months of living expenses.