How to Achieve Financial Wellness

How to Achieve Financial Wellness

6 second take: This video will help you find out how to secure a safe and comfortable financial state.

It’s no exaggeration to say that most people don’t feel that they have achieved financial wellness. In fact, 58 percent of American workers are stressed about their finances, according to a survey by PricewaterhouseCoopers. 92 percent have sought out family, friends, or professionals to give them tips about how to reach financial wellness, according to the same survey.

And who can blame them? With student loan debt at a record $1.4 trillion, according to Experian, on top of mortgage payments, electricity bills, and countless other debts, too many people are faced with mounting economic insecurity.

But the good news is that there are ways to achieve financial security. Watch this video to learn about actionable tips that can help you achieve financial wellness.


To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

2. The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to enter into a binding contract); because all or part of the applicant’s income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers compliance with this law concerning FinWise Bank is the FDIC Consumer Response Center, 1100 Walnut Street, Box #11, Kansas City, MO 64106. The federal agency that administers compliance with this law concerning Coastal Community Bank and Midland States Bank is the Federal Reserve Consumer Help Center, P.O. Box 1200, Minneapolis, MN 55480. The federal agency that administers compliance with this law for LendingPoint is the Federal Trade Commission, Equal Credit Opportunity, Washington, DC 20580.

Click here to see our current list of state licenses

California residents click here ››

Wisconsin residents click here ››

Ohio residents click here ››

LendingPoint's NMLS #1424139 Visit NMLS Consumer Access