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Webinar – 2022 Financial Fitness Checkup

February 10, 2022 by Bautis Financial

Discover the steps you can take to “shape up” your finances throughout the year.

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.
Download the Financial Fitness Checkup Checklist

Resources:

Bautis Financial Learning Center | Bautis Financial: (862) 205-5000

Category: Learning Center, Personal FinanceTag: Financial Organization, Financial Organizing, Fitness Checkup, Personal Finance
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7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Orion

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