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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, make an appointment , or call us now at 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

Ways to build credit

Building credit and maintaining a good credit history are key steps towards building your financial future. At first, credit may seem frustrating — you can't get credit because you’ve never had credit. But there are actions you can take to start establishing a strong credit history.

Video - Options for Your Old 401(k)

If you change jobs, consider all the options that you have available for that money:  leaving it in your former 401(k), rolling it to your new 401(k) to your new employer,  rolling it into an IRA, or cashing it out

Is now a good time to consider buying a home?

The right time to buy a home is influenced by a variety of factors, including your credit, savings, and personal situation. Even though interest rates remain historically low, there are many considerations. Consider all of your options before you decide to buy a home.

How Can I Pay for College?

Your college education can be one of the biggest expenses of your life, as well as one of the most rewarding experiences. After assessing how much you and your family can contribute, you might determine that additional funds are necessary. Consider the following options to help you pay for college and learn how to get scholarships, grants or student loans..


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?