FINANCIAL WELLNESS JOURNEY

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Wellness Experience
Financial Priorities
Income Spending
Control Your Finances
Grow Your Savings
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Wellness Experience
Financial Priorities
Income Spending
Control Your Finances
Grow Your Savings
Grow Your Savings 2
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PNC'S FINANCIAL WELLNESS EXPERIENCE

When it comes to financial wellness, it’s about the journey. And that journey is consistently evolving as we make our way through life. At PNC, we are committed to helping you get clear and feel in control about your finances today, so that you can confidently grow, plan, protect and create a vision for your finances tomorrow.

At PNC, we start with understanding what is most important to you, supporting your journey in reaching your goals.

En PNC, empezamos mediante la comprensión de lo que es más importante para usted, apoyando su trayecto para alcanzar sus metas

What financial priorities are most important to you?

Select all that apply

Paying off debt

Creating an emergency fund

Saving for a big purchase

Saving for a major life event (wedding, college, retirement)

Maximizing the returns on my money

Managing my money in retirement

How the economy is impacting my money

Protecting myself from fraud

Let's Get Clear on how your income and spending impact your overall financial picture.

Pongamos en claro el impacto que sus ingresos y gastos tienen en su panorama financiero general.

Tell me about the process you have in place today to determine how your income funds your monthly expenses.

Select one

I have a process to track my income & monthly expenses, and it works for me

I have a process to track my income & monthly expenses, but I could use some help making it easier

I do not have a process to track my income & monthly expenses, and it works for me

I do not have a process to track my income & monthly expenses, but I could use some help

Let's discuss Taking Control of your finances by reviewing how you spend, save and use your money each month.

Hablemos de asumir el control de sus finanzas al revisar cómo gasta, ahorra y utiliza su dinero cada mes.

How do you typically make purchases?

Select all that apply

I use credit cards for everyday purchases

I use credit for larger, more infrequent purchases

I use debit cards or cash for everyday purchases

I use debit cards or cash for larger, infrequent purchases

Why is that your current method of spending?

Select all that apply

To earn the most rewards, cash back and points

To protect myself from fraud

To improve or maintain my credit score

To be able to make purchases between paychecks

To minimize the interest I pay

To spread out my payments over time

Let's discuss how you Grow your savings and your ability to borrow.

Hablemos de cómo aumentar sus ahorros y de su capacidad para solicitar un préstamo.

How would you describe your current savings?

Select one

I regularly save and do not wish to make changes to my savings plan currently

I regularly save but could use some help optimizing my savings plan

I’m not regularly saving and need help creating a savings plan

I’m not regularly saving and right now that is not my priority

I don’t know where to start with savings

Let's discuss how you develop a Plan to achieve your financial goals and Protect your progress.

Hablemos de cómo usted desarrolla un plan para lograr sus metas financieras y protecteger su progreso.

Are you currently saving for retirement?

Select one

I am retired and I am satisfied with my current financial plan

I am retired and I need some help with my current financial plan

I have some retirement savings and am satisfied with my current financial plan

I have some retirement savings but could use some help making them better

I have not begun saving for retirement but could use help getting started

This is not a priority at this time

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Now Let's review how we can help you

What financial priorities are most important to you?

Tell me about the process you have in place today to determine how your income funds your monthly expenses.

How do you typically make purchases?

Why is that your current method of spending?

How would you describe your current savings?

Are you currently saving for retirement?

At PNC, we recommend you have a safety net with at least 3-6 months of your essential living expenses to cover the unexpected

At PNC, we recommend you Take Control by protecting your credit score and checking your credit report annually. If you use a credit card, maximize your rewards for spending and pay your balance off each month.

At PNC, we can help you determine how to best utilize your savings or use financing to achieve what matters most.

At PNC, we recommend you Plan and Protect by first taking advantage of any plans available to you through your employer (contribute minimum to receive company’s maximum match). In addition to your employer-sponsored plan, you may also benefit from saving money in a Roth or traditional IRA.

At PNC, we recommend you have a safety net with at least 3-6 months of your essential living expenses to cover the unexpected

At PNC, we recommend you Take Control by protecting your credit score and checking your credit report annually. If you use a credit card, maximize your rewards for spending and pay your balance off each month.

At PNC, we can help you determine how to best utilize your savings or use financing to achieve what matters most.

At PNC, we recommend you Plan and Protect by first taking advantage of any plans available to you through your employer (contribute minimum to receive company’s maximum match). In addition to your employer-sponsored plan, you may also benefit from saving money in a Roth or traditional IRA.

Important Legal Disclosures & Information

The information on this page was prepared for general information purposes only. Any reliance upon any such information is solely and exclusively at your own risk. Please consult your own counsel, accountant or other advisor regarding your specific situation.

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