Climate First Bank Consumer Help Guide

94

Sphere Finance Manager

Initial Setup Setting up financial goals for yourself is just as important as establishing a budget. As you move closer to your objectives, Sphere Finance Manager not only serves as a rearview mirror to see how far you have come, but also as a map, so you can see how much further you need to go. The path toward funding expenses such as a home, vacation or even the tuition for a new career becomes clearer and easier to manage. The tools within Sphere help you calculate your net worth, set budgets, view your spending habits and trends, and set up a debt payment plan. Accessing Sphere Finance Manager

In the Sidebar Menu , click Sphere Finance Manger .

Note : See the Sphere Finance Manager Terms and Conditions for more information. You should use the results of any personal financial management tools only in conjunction with the services of a licensed and trusted financial advisor.

Sphere Finance Manager: Initial Setup