Time for your annual financial checkup

You may have had your annual physical exam and taken your car in for scheduled maintenance this year, but what about your annual financial fitness checkup? A financial fitness checkup is an opportunity to see how you are doing financially and make sure you’re headed in the right direction.

The workbook includes:

• Money Tips Everyone Should Know
• Budget Planning Worksheets (12 months)
• Goals Worksheet
• Interest Rate Checkup
• Net Worth Worksheet
• Debt to Income Worksheet
• Retirement Worksheet
• Credit Score Checkup
• Your Will
• Your Wallet Register
• Your Personal Record Keeper
• Your Personal Property Checklist
• Insurance Worksheet
• Financial Goals

Download the Financial Fitness Workbook

 ( 1.79MB Adobe Acrobate .pdf)

This book is intended as a general guide to the topics discussed, and it does not deliver accounting, personal finance, or legal advice. It is not intended, and should not be used, as a substitue for professional advice (legal or otherwise). You should consult a competent attorney and/or other professionals with specific issues, problems, or questions you may have.