Your Financial Readiness
Your Financial Readiness
Take control of your financial life.
We looked at what you’re doing well and what you may be able to improve and prepared a personalized plan for you.
Get started with 3 simple steps
View your plan
Go to your Financial Readiness Dashboard to see suggested actions based on information we already know about you.
Choose Your Next Step
Take control of your financial readiness by taking action.
Be the Best Financial You
Acting on your plan now can help improve your financial health. As your situation changes, remember to check for plan updates periodically.
How we create your action plan
We base your action plan on the data from your USAA accounts and policies, and on the results from other interactions you’ve had with us. When we don’t have certain info about you, we use . You can verify and update your information at any time within the dashboard. The types of information we consider include:
- Value of your assets, bank accounts and debt at other institutions.
- Information on non-USAA insurance policies like life, property, health and disability.
- Average annual income and monthly expenses.
- Any savings such as retirement, emergency and educational accounts.
Frequently Asked Questions
Take control of your financial life.
