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Submit your Member Money Matters profile

Submit your Member Money Matters profile

What is Member Money Matters?

Member Money Matters is where we talk money with our community, our Members, and advisors. When you submit a profile, you answer questions about your age, where you live, your job, your expenses, spending habits, savings, and most importantly, your financial goals - like paying off debt, saving for a big event, buying a car, etc.

Then, one of our expert advisors will look at your profile and provide clear, useful suggestions to help you get what you want. We publish all of this on our blog so that our whole community can benefit from an open conversation about topics like financial wellness, prioritizing goals, and planning for the future.

How do I submit my profile?

If you would like to be featured in one of our Member Money Matters installments, fill out the form on this page to submit your profile. Please make sure your answers are as detailed as possible.

What happens if I’m selected?

If you are selected, we will contact you to gather further details to help us get a good picture of your financial situation so we can provide the best advice possible. We require a response within 48 hours.

Important notes

  • All participants will remain completely anonymous - we won't share your name or contact information.
  • If your profile is selected, we will publish the finished product, including suggestions from one of our advisors, on our blog, in our newsletter and on our social media channels.

Submit your profile

Please provide detailed responses to these questions. Some or all of your answers will be included in the profile.