Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Like any good fitness plan, the Financial Fitness Checkup starts off with a look at where you stand today, and then challenges you to make improvements. In this webinar, you’ll find and address a list of questions that may have an impact on your financial health in 2022 and beyond.
In this webinar, we cover:
- The three components needed to review your finances for the upcoming year.
- The nine different focus areas of your personal finances.
- Important questions to ask yourself and address within those nine areas of focus.
- How completing the financial fitness checkup can be integrated into your financial plan.