We'll help you take a few, simple and important
steps towards Financial Wellness.
At KeyBank, we want everyone to have the opportunity to be in better financial shape. It starts with our Financial Wellness tool. The tool builds a complete picture of your financial life. You'll get valuable guidance on things like saving more, spending smarter, knowing how to borrow wisely, and proper insurance coverage. All in one place.
Start your journey with our Financial Wellness tool.
What is it?
KeyBank's Financial Wellness tool gives you a real-time, complete snapshot of your finances. You will have access to tools and resources to create budgets, plan for retirement, and get alerts to identify changes in your finances.
How does it work?
Based on the financial information that you input, the tool will give you a score from 1-100, so you can clearly see where you financially stand today. Once you have a score you'll be provided meaningful tips and insights. Your score is comprised of these eight different areas of your finances:
- Spending habits and trends
- Managing credit card balances
- Saving for emergencies
- Securing proper insurance coverage
- Building home equity
- Managing loan balances
- Planning for retirement
- Planning for adequate health expenses
You can improve your score simply by making small changes to your everyday financial life in these eight areas. You'll receive easy-to-understand steps to improve how you're managing your money and guidance on how you can adjust. With these small steps you will be able to make more informed and more confident decisions about your money.
It's easy to get started.
It's free with any KeyBank checking account. Here's how simple it is:
Open a KeyBank checking account.
Create your online account and then sign in to your KeyBank Online Banking account.
Once you are in your account, look for the Financial Wellness box at the top of the page.
Making progress feels great.
Eileen is now controlling her money, not the money controlling her.
The financial wellness tool was the final push to get David to make his financial future a priority.
Charlie from KeyBank shares how his clients have benefitted from the financial wellness tool.