Each S.T.E.P.S.* Program is tailored to meet the demands that life's transitions can place on your finances.
Each specific S.T.E.P.S. Program is set up in 5 sections - all FREE and all designed to provide you with the information and resources you need to control your finances and make sound financial decisions. Each program offers you: 1. Access to a live S.T.E.P.S. financial guide - Have your financial questions answered and get help with the appropriate accounts. 2. Financial newsletter and calendar reminders - Opt-in to receive our email newsletter and financial calendar reminders via email. 3. Checklist - A checklist of important "to do's" that will help you get started and stay on track 4. Personal Accounts Package - Relevant applications and forms make it simple to adjust your existing accounts or open new ones that keep you organized. 5. Online educational resources - Classes, tools and worksheets related to your specific life transition
Select the option that best describes what you are going through from the menu below and explore what each Program offers.
You can always talk to a live S.T.E.P.S. Guide who understands your particular needs. Our Guides are available Monday - Friday, 8:30 a.m. to 5:30 p.m. EST to answer your questions and/or open your account. Click here to have a Guide contact you and/or to request our free newsletter and financial tips.
*Smart, Tailored, Event-Driven, Packaged Solutions