Welcome
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 different 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.
Review Yearly
This course contains a lot of information, but take it one step at a time, and you’ll be surprised by your progress in just a few years. Remember that not every step may apply to you or may not be relevant to you at every stage in life. However, it’s essential to review these questions at least once a year, starting from the beginning, to ensure you are not leaving any gaps and to help set yourself up for success. With time, this workbook will become easier to go through as you start making financial decisions based on your own unique goals.
Your Journey, Your Progress
Don’t compare yourself to others. Compare yourself to the YOU from a year ago.
For added motivation, track your progress on the downloadable cover below to use as the front cover of your Annual Financial Checkup workbook. This will allow you to look back on past years more easily and see just how far you’ve come. For fun, add a few things you have been thankful for over the last year (or 6 months, or even a month), depending on how often you decide to review this information.
*Please note that I am not a financial advisor, and this Annual Financial Checkup course/workbook should not replace professional advice from a qualified financial advisor.
Use the downloads below to track your progress.
