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.

See your action plan

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 U S A A 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-U S A A 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

Why should I care about this action plan? (Collapsed)
Why does U S A A create these action plans? (Collapsed)
Do I need to be a U S A A member to get a plan? (Collapsed)
Why does U S A A need my financial information to create my action plan? (Collapsed)
How do I access my action plan? (Collapsed)
How often should I check my action plan? (Collapsed)

Take control of your financial life.

See your action plan