Welcome to the first Financial Journey of 2023!
I am happy to say that we begin this year with confidence in our financial management and business acumen. As we look to implement new technologies and processes throughout 2023, we remain committed to providing our member community with highly personalized products and services, expert financial guidance, and authenticity in every transaction.
If I could match a theme to this year, it would be transformation. Building on our WHY statement, together we serve and inspire to transform lives, we are motivated to reach our goals. This includes everything from increasing your financial knowledge base and protecting you from fraud, to generating wealth and making your dreams come to fruition.
In my article, The Delicate Balance of Business, (page 4), I address our specific areas of focus for the year, and provide some tips to keep ourselves balanced as we face challenges.
Check out the article on OAT Fraud – Online Account Takeovers – the latest trending fraud scheme, where fraudsters impersonate Northwest employees to obtain your account information. We tell you how to spot it and what we’re doing to prevent it.
Our Foundation is making terrific headway and has a big agenda for the year. Weaving in our WHY statement, the Foundation seeks out true community supporters to provide help – all with the collective goal to transform lives. See page 13 for the latest.
We’ve also engaged a new financial wellness partner Greenpath, to further your understanding of how your money can work best for you – despite an ambiguous economy. Check out our social media page where you can see we remain socially active, as well as the fun and informative videos and posts of what we’re doing.
Let’s all stay well on our financial journey.