Achieve your financial goals.
Enroll in our Pay Yourself First Workshops.

         


We’re thrilled that you’re ready to take the first step toward reaching your financial goals!
And we’re here to support you along the way. Whether you want to make sure you’re saving
enough for retirement, build an emergency fund, or pay off debt, having a holistic view of your
current income and spending is a critical first step.

Join us for a Pay Yourself First workshop where we’ll walk through the worksheet below. You can fill it out during the workshop or before or after. If you ultimately decide to book a 1-on-1 meeting with us, you’ll need to have this spreadsheet completed to the best of your ability so our planners can be most helpful during the session.

Download the Cash Flow Worksheet to get started and register below for a session.


Register Now

Upcoming Workshops

You can watch a recorded version
of the workshop and email financialwellness@aptusfinancial.com with your spreadsheet to begin scheduling a 1-on-1 meeting.

In Person "Pay Yourself First" Workshop

December 3rd, 11:30 AM Central

At the main Baptist campus in the SBS Conference Room

 

Register Now

Virtual "Pay Yourself First" Workshop

December 18th, 12:00 PM Central

Via Zoom


Register Now

If you haven’t already, please opt-in to the Baptist Health Financial Wellness program. Baptist Health Financial Wellness is a free employee benefit that provides access to non-conflicted financial advice to reach your goals. Your personal financial details will be kept confidential. Click here to opt-in.