Booklet

author

Bola Sokunbi

Finance & Accounting

8 Suggestions for Your Financial Checkup

8 Suggestions for Your Financial Checkup

Establish a recurring schedule for your checkup

  1. Review and adjust your financial goals and your budget accordingly
  2. Reconcile your bank accounts and bill payments
  3. Review your debt repayment strategy and progress
  4. Review your savings and investments
  5. Review your insurance policies and/or other policies
  6. Plan out new personal development and mindset action steps
  7. Update your net worth

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