
Section 2 - Annual Financial Checkup Worksheets (PDF)
A house is only as strong as the ground beneath it. So is your financial life. Build a strong financial foundation to protect against life’s inevitable setbacks.
The more solid a foundation you build, the higher and sturdier your mountain can be. Tailor your approach based on your unique goals, risk tolerance level, and life circumstances.
Regularly reassess these factors, especially after major life events.
Section 2 - Annual Financial Checkup Worksheets (PDF)
A house is only as strong as the ground beneath it. So is your financial life. Build a strong financial foundation to protect against life’s inevitable setbacks.
The more solid a foundation you build, the higher and sturdier your mountain can be. Tailor your approach based on your unique goals, risk tolerance level, and life circumstances.
Regularly reassess these factors, especially after major life events.