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Defining the Personal Finance Ecosystem

This is an evolving framework and is subject to change.

The purpose of the Personal Finance Ecosystem is to:

  • Lay out the foundations that underpin an individual’s level of financial well-being
  • Give context to the elements that comprise and influence financial well-being
  • Rightsize expectations for what educational and behavioral influences, interventions and efforts realistically can achieve
NEFE Personal Finance Ecosystem

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