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1: Introduction

Make a SAM Plan for Financial Well-Being

Achieving a state of financial well-being requires that you examine what you want your life to be like, how you want to live, and what choices you need to make now and in the future.

Use the SAM action steps to think through your transportation options and make informed decisions that fit your lifestyle and values.

SAM plan
  • Gather information about your current state of financial well-being.
  • Analyze your behaviors and plans for reaching your goals. This step explores aspects of financial preparation and suggests other SAM courses if you need a refresher.
  • Make plans to optimize your resources and minimize roadblocks in ways that help you achieve your financial aspirations.
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