Financial Wellness

Financial wellness involves knowledge of financial basics such as personal finance, budgeting, planning for the future and protecting personal information.

Financial fitness can contribute to wellness in many areas:

  • Purchasing items and services to improve life for ourselves or others
  • Planning for retirement to increase peace of mind
  • Maintaining control over our credit and identity
  • Working to reach goals: job satisfaction, time with family and friends
  • Improving relationships through knowledge and communication

Local resources


We see a university community (students, faculty, staff) who know how to make a life as well as a living, using their knowledge of money to accomplish their aspirations so they don’t interfere with their dreams!
—Mission statement, UW-Madison Financial Literacy Task Force

National resources