Kate Phelan

This is the money that I have.

This is the debt that I have.

It is this way for a certain reason, right?

I'm saving for a house or I'm investing for retirement or I'm saving for my trip to Europe, whatever it is.

Where is your money?

What do you have?

What is your financial picture today?

This isn't about keeping up with the Joneses or thinking about what your financial picture should be.

But where are you today?

The more that you know where you are today, I think the better positions you're going to be to get where you want to go in the future.

Because then you can take stock of what do I need to achieve still to get to that next phase of my journey where I want to go.

But knowing where your money is engaging with your money, it doesn't mean that you have to be some financial expert.

It doesn't mean that you have to feel a certain way about how much you do or don't have.

But having that engagement with your money, knowing what it's doing for you is just, I think, really important for people to do the small things that they need to do to get ahead and get where they want to be.

And so I just think it's really important to be able to take stock of what is my sort of net worth?

What is it that my money is doing for me at any given point of your journey?

Yeah, I agree with that.

And I think it's important when you think about the role of a bank in the community, which is so critical, as Scott said, it isn't only about the bank making the donations to the nonprofits.

It's absolutely about our employees being out in the community.

giving of their time.