Is a financial check up important?
Knowing where you stand financially is very important when it comes to making goals. If you don’t know where your money is going each month, how can you make any goals? Think of our free financial checkup as a GPS recalculating your financial route and future.
Our free financial checkup will walk you though some general budget categories, asking you to estimate what your monthly expenditures are.
Why is this important?
Money and finances are topics that we don’t often like to discuss, but just like our health, the warning signs are something that we can’t ignore.
Being Proactive
Using our free financial checkup will allow you to see where you stand compared to the national average. Once you complete our free 10 Step Financial Checkup you will see by category whether you spend more or less money than the average.
Our free financial checkup results will provide you with insights into where you spend your money.
You will be able to see at a glance where your money goes. As you see this “rough” view of your monthly budget you can begin to see opportunities where you can improve your financial outlook.
Stay Aware
Knowledge is power and with knowledge a financial change can occur. Being aware of your financial health gives you the opportunity to have a clear sense of all the moving pieces that affect your financial life. Our free financial checkup will start you on your journey to understand your finances. You will begin to be aware of where and on what you spend your money on.
Our free financial checkup is that tool that will begin to put you in control of your money.