8 Questions to ask in your Financial Checkup

Have you done a financial check-up recently? Would you like another opinion?

The reality is many of us do not have a full picture of where we are at financially. At the same time, many are just hoping somehow that debt will take care of itself. It won’t.

When do you do your financial Check?

8 Question to ask

1)Are your investments getting the return you want?
2)Review what was actually spent compared to expected? Did you spend more money than came in? Is this good or bad?
3)Do you have a plan to get freedom from your debit?
4)Do you have income protection?
5)What financial goals do you have for the next 12 months, 3 years, 5 years, 20 years?
6)What are you doing with the cash you are sitting on? How are you going to make it work for you?
7)Who can help you develop a plan?
8)What is your system for paying the bills.

You do not have to do this alone. Sometimes it can be to have a coach from the side to point out things you do not see. That coach also can push and encourage you along in reaching your goals.

Let me be your coach? Start today with a complimentary financial analysis. There is no cost to you and no obligation to buy anything.

What questions do you have?

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