Read Now The Financial Checkup: A quick and easy annual assessment of your financial situation. PDF
What does your current financial situation look like? Would you like to be in a better place? How will you get there? Just like an annual physical checkup can help you learn about your current health, look at improving your health, and how to do that, The Financial Checkup booklet can help you answer important questions about your financial health.The Financial Checkup starts with an in-depth look at your current financial situation by helping you create a Net Worth Statement and an Income and Expense Statement, calculate financial ratios, and look at savings, retirement, and insurance. Then it walks you through writing specific goals that will help you improve your financial situation. Finally, The Financial Checkup helps you create a budget that will help you accomplish your financial goals.The Financial Checkup is ideally completed annually to help you detect problems as they arise, note progress, and help bring you satisfaction and peace of mind as you work toward completing your financial goals.
