When people think of a coach, sports comes to mind first. And why not? It’s hard to imagine any athlete, whether in a team or individual sport, succeeding without a good coach. Coaches help people perform better. They help you build upon your strengths, and strengthen your weaknesses. They help you set goals that are right for you, and help you stay on track to successfully achieve them. That’s exactly what your Trustmark Financial Wellbeing coach can do for you and your financial situation. K G FW 2 = H B + Greater Knowledge + Better Habits = Financial Wellbeing For example: þ Help with future goals like retirement savings, college tuition, or saving for a major purchase. þ Emergency savings fund. þ Paying for healthcare expenses. þ Debt reduction plans. þ Feeling less stress about your finances. þ Help with creating a spending plan that works for you. Connecting to your why. Your why is your purpose. It’s what motivates you to action. It keeps you focused on your goals every day. Your why is your own, defined by you. Your coach can help you stay connected to it. About Trustmark Financial Wellbeing Coaches þ All Trustmark Financial Wellbeing Coaches are trained and CPFC certified. (Certified Personal Finance Counselor) þ Every coach is based out of a Trustmark Office. þ Your coach doesn’t work on commission, and will not try to sell you any investment product. Your coach is there to: þ Listen to you and take the time to understand your personal situation. þ Earn your trust. þ Help you set realistic financial priorities. þ Provide ongoing encouragement and guidance to help you achieve the financial goals you want to achieve. Confidentiality. Privacy. Security. What you discuss with your coach is never shared with anybody else. Not with your employer. Not with your manager. We comply with HIPAA privacy standards. And www.financialwellbeing.com utilizes the same security technology used by many top financial institutions. Connecting With Your Coach Once you register/login to www.financialwellbeing.com, connecting with your coach is as easy as clicking on his/ her photo. You can also use the calendar icon to schedule an appointment or send a chat message. Taking Action Write down one goal or the first step you WILL take after this orientation. Define your WHY. Notes & Take-aways: Meet The Trustmark Financial Wellbeing Coaching Team “It’s all about motivation. And can we actually take action. Small, little incremental actions make a massive impact later. And I think ultimately, that’s where a coach is going to be extremely helpful early on.” Bjorn L., Minneapolis, MN “What I would say to the people who are considering financial coaching is that it’s not about accomplishing everything. It may not even be about accomplishing most of it. It’s about accomplishing one thing. And that’s up to the participant. What’s the next thing that’s important to you?” Peter W., Lake Forest, IL Your financial wellbeing coach can assist you with many money-related topics. “I think the biggest thing I want people to know is that I’m here to help them. With goal-setting it’s really about focusing in on what your wants are and how can we connect your wants to where you need to go for yourself and where you see that piece of it.” Lauren G., Minneapolis, MN