Do you know your net worth?
Do you have a budget?

Do you live on less than your income?



Do you have an emergency fund?

Do you have money set aside for irregular expenses such as car insurance and property taxes?
Do you have no debt other than your home mortgage?
 



Do you have a retirement account?
Do you know what you will need for retirement?
Do you save monthly for retirement?

Do you have a college fund for your children?

Do you have a college plan for your children?



Have you reviewed your credit report in the last 6 months?

 

 

Do you receive a very small tax refund?

Do you plan and save for major purchases?

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Do you have assets?

Do you have life insurance?
Do you have a will?

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Do you have written financial goals?

Does your family know your financial goals and are they on board?
 

Getting Started