Webinar – 2022 Financial Fitness Checkup

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.

Resources:

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