Personal Financial Management site
Resource and Learning Page
PFM site Overview
Watch a quick video overview of the Personal Financial Management site.
Select a Picture to Learn More
View handout on accessing the website for the first time
Handout that provides an overview of the platform along with information needed for initial meetings
Frequently Asked Questions Handout
One-page handout on connecting accounts
Guide to Data Aggregation Handout
Learn about site security
Stay on top of your finances with alerts
Learn how to use the Vault
Vault Checklist
Mobile Access - How to set up and Use
Learn how to share your screen with us
Get Started Checklist