Welcome SARTA Employees
Financial Wellness is important. That's why SARTA and CSE are teaming up to provide SARTA employees free financial education. Our goal is to help you enhance your financial skills to become savvy with your money. This round of education will focus on the mortgage process and navigating the debt collection process.
Note: This partnership between CSE and SARTA does not represent an endorsement or exclusive banking relationship by SARTA.
Personal Financial Improvement
SARTA and CSE have partnered again to provide SARTA employees valuable financial education opportunities. Having good money skills creates opportunities to thrive both now and in the future. Since there are many different avenues in the financial world, it's hard to know everything, but that's where CSE can help. We are excited to offer resources to help you understand and navigate your life's financial waters.
Some employees may be interested in viewing this content from the comforts of their own home. If you would like a direct link to this page sent to your personal email, please complete this Contact form.
Mortgage Coaching
A mortgage is one of, if not the largest investment you will make in your lifetime. It can also be one of the more difficult financial products to understand. After changes in regulations stemming from The Great Recession in 2007-08, it has become even more challenging to navigate the mortgage process.
Our Banzai Mortgage Coach can help explain the process while giving you an estimate as to how much mortgage you can afford.
More Banzai Financial Coaches
Get Out of Debt
Managing debt is the best way to find financial freedom. This Coach session will provide useful strategies to manage your personal debt situation and create a plan to payoff your debts using the debt snowball or avalanche methods. To begin the Coach session, select Get Started. Next, follow along, answer questions, and provide information when asked. Make sure to have the details of your debt ready; this includes the types of debt and the amount you owe, minimum payment, and interest rate for each debt.
Create a Budget
You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle. Using the 50/30/20 rule, every dollar is assigned to needs, wants, or savings. You’ll also receive personalized advice to set you up for success. To begin, click "Start Here".
Build Your Emergency Fund
An emergency fund is an amount of money you set aside to cover unexpected expenses or to cover basic expenses if there are significant changes to your income. How much you need in your emergency fund is unique to you and your personal circumstances. To find out using this Coach session, select "Start Here." A feed will appear; follow along and answer questions as you're prompted.
