Our 13 Question Survey Will Tell You...
And Our Personal Money Management Tools & Programs Can Help You Improve it.
Quite simply, Financial Health is the degree to which you successfully manage your money coming in, and your money going out, so that you have more left at the end of each year than you started with.
And we have a vested interest in helping you improve your Financial Health. Measurably.
That interest stems from our stated Mission - To move Maine forward, one customer, one business, and one community at a time. We’ve known for 150 years that the more financially healthy our customers become, the more healthy our communities become, and the stronger MSB becomes, which allows us to move Maine forward, faster.
So we’ve partnered with two recognized experts and proven leaders in Fin Health, The Financial Health Network™ and mvelopes™, to guide our MSB Financial Health suite of services. In addition, we’ve added a team of MSB Certified Financial Health Coaches, (Financial Paraplanner Qualified Professional, FPQP™), so you have a choice of utilizing the programs on your own, or with some personalized guidance, support, and encouragement.
Your first step is to take our 13 question survey. It takes about 5 minutes.
Managing your money is the first step towards having more of it.
It also feels good.
We’re ready to help.
Get A Handle. Get Ahead. Feel Better.