This is more than a worksheet—it’s your starting point to real financial change.
The Custom Savings Roadmap is a guided tool built by Surecurity Bank to help you:
• Understand your income and risk style
• Build discipline through simple, trackable habits
• Set real savings goals with custom lock-in options
• Receive a Budget Health Score that shows exactly where you stand

We walk through a 2-step process:
1. Income & Risk Profile
2. Goal Commitment & Savings Behavior

Whether your money feels unpredictable or you’re just trying to stay consistent, this roadmap meets you where you are—and helps you take the next step forward with structure and confidence.

Let’s stop guessing. Let’s build your custom plan together.