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MyStartingPoint is a personal financial education program designed to understand and improve your financial health and well-being.

  • Complete goals, earn badges, unlock rewards
  • Start with a financial health assessment.
  • Dive deeper into what matters to you.
  • Make valuable connections to services and products that will help you achieve your goals


Gain insights into your financial IQ, habits and mindset to discover what is holding you back from achieving your dreams


Acquire the knowledge and develop the skills needed to improve your financial health and well-being


Have a happier and healthier financial life by turning your personal awareness and knowledge into action

MyStartingPoint is a simple, intuitive and fun way to learn about and improve your personal financial health.

Transform your mindset about money. Starting with a financial health assessment, you will unlock personalized recommendations and get next steps to achieve your financial goals. MyStartingPoint will help you develop the confidence you need to take control of your financial life.