Financial Health Checklist
Tagged as: Banking Basics
Regardless of your income level or stage in life, a financial setback can disrupt your day-to-day life and throw your financial goals off course. This could force you to delay important personal and financial milestones, such as purchasing a home or setting a date for retirement.
Whether you’ve suffered a partial or total loss of income, experienced heavy losses in your investments or retirement accounts, or had your financial plans affected in other ways, you may need to create a new plan to get your financial health back on track. To do this, you’ll want to take a long, hard look at your current financial outlook, including your monthly expenses and expected income, and set new budgets and savings plans to help your finances recover.
Download your Financial Health Checklist (PDF 1.6MB)!
We’ve put together a checklist that guides you through this evaluation and decision-making process.
