Annual Financial Checkup

(This course is not complete. It is still a work in progress, but feel free to check out the information posted.)

Have you ever felt overwhelmed by the countless opinions on managing money? Personal finance is, at its core, personal, so what works for one may not work or be best for another. We are all at different stages of life, find value in various aspects, and have varying risk tolerance levels.

This course was designed using a blend of insights, allowing you to choose a path that will help you achieve peace of mind for your unique financial goals. Take these one step at a time, and you’ll be surprised by your progress in just a few years.

It’s important to review this at least once a year, starting from the beginning, to ensure you are not leaving any gaps and to set yourself up for success. With time, these questions will become easier to go through as you start making financial decisions based on your own unique goals.

*Please note that I am not a financial advisor, and this Annual Financial Checkup course should not replace professional advice from a qualified financial advisor. Although it was originally designed for my children, I wanted to share it with anyone else who may find value in it.