Annual Financial Checkup Workbook
This workbook combines insights from various sources and is intended to be used as a guide letting you choose the best path for your circumstances and goals. I suggest reviewing it annually to ensure you’re on the right track but make this workbook fit you and your lifestyle. Reviewing this workbook occasionally will enable you to make adjustments to your financial plan if needed and may help keep you motivated throughout your journey. An overview on the front page will let you track your progress over time. You will easily be able to look back on older workbooks to see all you have accomplished and just how far you’ve come.
Please note that I am not a financial advisor, and this Annual Financial Checkup workbook should not replace professional advice. I created this based on information I’ve gathered over the years to share with my children. If you have any questions, comments, or recommendations, please feel free to contact me.
This workbook combines insights from various sources and is intended to be used as a guide letting you choose the best path for your circumstances and goals. I suggest reviewing it annually to ensure you’re on the right track but make this workbook fit you and your lifestyle. Reviewing this workbook occasionally will enable you to make adjustments to your financial plan if needed and may help keep you motivated throughout your journey. An overview on the front page will let you track your progress over time. You will easily be able to look back on older workbooks to see all you have accomplished and just how far you’ve come.
Please note that I am not a financial advisor, and this Annual Financial Checkup workbook should not replace professional advice. I created this based on information I’ve gathered over the years to share with my children. If you have any questions, comments, or recommendations, please feel free to contact me.
This workbook combines insights from various sources and is intended to be used as a guide letting you choose the best path for your circumstances and goals. I suggest reviewing it annually to ensure you’re on the right track but make this workbook fit you and your lifestyle. Reviewing this workbook occasionally will enable you to make adjustments to your financial plan if needed and may help keep you motivated throughout your journey. An overview on the front page will let you track your progress over time. You will easily be able to look back on older workbooks to see all you have accomplished and just how far you’ve come.
Please note that I am not a financial advisor, and this Annual Financial Checkup workbook should not replace professional advice. I created this based on information I’ve gathered over the years to share with my children. If you have any questions, comments, or recommendations, please feel free to contact me.