5 Steps to Refresh Your Finances

  • April 1, 2022
  • By: Greenpath Financial Wellness
  • GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Our NFCC-certified counselors give you options to manage credit card debt, student loans and homeownership.

While no two financial stories are the same, one story may sound familiar to anyone who has recently managed moving expenses.

After moving to a new home, a recent GreenPath client faced expensive purchases such as window blinds, new kitchen appliances, bathroom fixtures and other essentials. She used both her bank-issued credit card and a store credit card to make the purchases.

Unfortunately, she experienced a sudden drop in household income during this time, and on top of it all, had to replace a faulty water heater. The outcome? Maxed- out, high interest credit card balances.

Many of us can see ourselves in this situation. Current high interest rates compound the difficulty of making on-time, minimum payments on credit cards. And while each person’s situation is different, here are some steps you can take to refresh your finances, starting now:

1. Monitor your bills regularly.

If your creditor has granted a payment deferment or waived fees, interest could still be accruing. Annual fees could also still apply. It pays to examine each creditor’s terms and fees, to understand where to start paying down first.

2. Monitor your credit report.

Studies show 1 in 3 Americans never check their credit report yet knowing credit history is key to financial literacy.  Regularly monitoring your credit can alert you to errors, protect you from fraud, and provide you important information to strengthen your credit score. 

3. Strategize credit cards payments.

If you’re managing high-interest credit card balances, you are not alone. When possible, aim to use credit cards with the lowest rates or those offering a 0% APR period. Make payments towards higher interest rates first to save money on interest in the long run.

4. Review your income and your expenses.

Set a simple spending plan. It can be eye-opening when you start to track how much you spend on essential things, like bills, rent/mortgage, and food.  A simple budget helps you stay on top of what you are spending. It also shows your progress in setting aside money to manage debt payments.

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Struggling post-move with credit card chaos? GreenPath offers free guidance from certified counselors.

5. Get Connected.

A fresh set of eyes to review your situation is never a bad idea. Having a clear strategy for handling your credit card debt can help you feel more in control of the situation and reduce stress. Need to strategize a plan to eliminate credit card debteliminate credit card debt? Our caring, NFCC-certified counselors are ready to help.

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ABOUT THE AUTHOR

Julie Rogier (She/Her)

With a multi-decade career in communications, Julie Rogier serves on GreenPath’s content marketing team. She has presented on financial wellness for groups including the 2021 and 2022 Financial Services Midwest Summit, and regularly writes about financial health and wellness for several publications including U.S. News and World Report.

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Greenpath Financial Wellness

GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Our NFCC-certified counselors give you options to manage credit card debt, student loans and homeownership.


GreenPath is a non-profit credit counseling organization. GreenPath’s goal is to offer guidance and support to individuals seeking to manage and overcome financial challenges through education, financial counseling and debt management programs. The information provided is for educational purposes only. Consulting with a licensed financial advisor and tax advisor is recommended before making any major financial decisions. GreenPath is not a debt settlement company, credit repair company, credit repair service, nor does GreenPath provide debt consolidation loans. By using this website, you acknowledge and agree that GreenPath is not responsible for any financial decisions you make based on the information provided on this site.