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My Financial Guide

Empower yourself with financial knowledge and resources from Wells Fargo

  • Assess your needs
  • Plan for your Goals
  • Monitor your Progress

Need help achieving your financial goals?

By looking at your financial picture, we can help put you on the right track to reaching your goals.

Learn how we can help you

We would like to speak with you about your goals

Contact us or speak with a Wells Fargo banker by calling 1-800-869-3557

Get a handle on basic finances

Learn about the basics of personal finances with information and resources in our curriculum.

  • Managing Your Money
  • How to Build for the Future
  • Dealing with Financial Hardship

How to check your credit score

Your credit report tells potential lenders how responsible you’ve been with credit in the past. Lenders can legally request this document to assess how risky it is to lend to you.

Five retirement mistakes to avoid

Retirement may seem a long way off and far removed from your day-to-day concerns. And yet, this is actually the best time to start planning and saving — that is, when you still have time to accumulate the money you’ll need.


An umbrella liability policy provides additional liability insurance, above and beyond the limits in your auto, homeowners, or renters policy. Understanding your needs.
Generally, the higher the deductible, the lower your premium is each month. What should I consider when choosing a plan?
Look at your coverage whenever you make major renovations, such as finishing your basement or adding a porch. Do you need an insurance makeover?