Financial Wellness

Discover Financial Lift!

At Soarion, our goal is to take care of our members along their entire financial journeys. That's why we provide you a wealth of financial education and literacy resources. Knowledge is power, and when you are empowered, you can lift your finances to new heights and achieve the life of your dreams!

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GreenPath Financial Wellness

Soarion has partnered with GreenPath to provide complimentary financial education resources to our members. GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Some of their LearningLab+ resources include:

Creating a Budget

Homebuying 101

Understanding Student Loans

Paying Down Your Credit Card

Making the Most of Your Money

And More!

Aligning Priorities Webinar

Get a greater sense of control when making choices of how you will spend the money you have by working through the steps in this complimentary online course.

Be sure to follow along with your own webinar workbook, which you can download below.

Aligning Priorities Workbook

DownloadAligning Priorities Workbook (3440 KB)

Interactive Financial Planning Tools

Build your budget and track your spending with the fillable worksheets below. Feel free to download so you can track anytime from anywhere.

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Download Spending Tracker

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Download Budgeting Worksheet

Financial Education Blog Posts

Experiencing Financial Hardship?

If you are having a hard time meeting your financial obligations, we are here to help. Visit our Financial Hardship page to learn more about the services and resources available to you.

Learn More