Boost your financial confidence and make more of the moments that matter.
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When you’re on top of your finances, you’re on top of your life and ready to make more of the moments that matter. Truist Momentum equips you with the information and tools you need to prioritize, plan and progress on your journey to financial confidence – guided by the things you value most.
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Congratulations! You have started your journey to financial fitness. You have a foundational understanding of finances and you’ve done a few things to manage your money better. You have started, so keep going. Financial control is within your reach.
You're making good progress at getting basic money management practices into place. To further your journey, you still have some things to learn and do. You can do this.
Doesn’t everything feel better when you’re less stressed about money? Rest assured that you have the essentials covered and you have put the right plans into place to support your life’s goals. Financial greatness is in sight. Go for it.
Congratulations! You have taken the steps to put yourself on the path to a life well-spent. Now you are ready to truly enjoy the moments that really matter. Have confidence that everything you have learned and done is hugely valuable. Share your wisdom with others to encourage them on their journey.
*Descriptions are typical of people at these milestones. Individuals financial situation may vary.