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Personal Finance and Banking

SoFi

The language of finance is not always easy to understand, but Sofi can help you decode it. They also provide the following tools to help you along your journey.

Tools and Calculators

  • These tips can help you build a well-crafted financial plan and achieve your goals.
  • Gain a better understanding of personal finance and learn how to implement strategies to meet your goals with this free Fundamentals of Personal Finance Specialization course designed by SoFi and Coursera
  • Click here to make an appointment with a financial advisor to get advice based on your unique needs — at no cost.
  • Learn how much credit card interest you will pay over time and how a personal loan could help.

Citizens

Ready to make your goals a reality? Click here for helpful tips and insights  and use the tools below to help you along the way.

Tools and Calculators

  • No matter the stage of life you are in, this short quiz can help you prepare for your next chapter.
  • Learn how to prepare for financial change and be ready for what's next.

LifeLock

LifeLock provides resources to help you make smart financial decisions, challenge a credit report error , improve your credit score and much more. Click here to visit the LifeLock blog and learn more about how you can make the best choices for your financial goals.

Don’t forget; through the Society’s partnership with LifeLock, members can enjoy 35% off their first year of LifeLock membership. Click here to learn more and enroll in minutes.

Complimentary Financial Plan

Aggie Valenta was initiated into Phi Kappa Phi at Westfield State University in 2017 and is a licensed financial advisor with Scranton Financial Group. Aggie strives to help clients achieve their financial objectives by understanding their goals, values, aspirations, and concerns, and implementing a realistic plan for growth.

Aggie offers a complimentary financial review and plan to all Phi Kappa Phi members. She will also share resources and serve as a contact for members with questions. Visit www.ScrantonFinancialGroup.com to learn more or contact her directly at avalenta@scrantonfinancialgroup.com or 860-339-1104.