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Do you know what you need to do to keep your finances sound?
The Financial Health Checkup is a unique way to test your
financial "fitness." It's like sitting down with your own
personal planner for some great feedback on how you're doing
financially. Answer a series of questions covering key areas
like investments, debt management, retirement planning, and
more. When you've completed them, you'll get a straightforward
summary based on your objectives along with a detailed set
of tips you can act on now.
This comprehensive planner can take up to 20 minutes to complete.
Before beginning, you may find it helpful to have your financial
records handy.
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