Check our financial wellness

The beginning of the year is a great time to check in with your finances.

  1. Do you have any late bills?
  2. How much savings do you have?
  3. Do you have automatic saving set up with your bank?
  4. Are you on track with your retirement?
  5. How much debt do you have?
  6. What are your monthly bills?
  7. What 2-3 areas of your spending can you curtail?
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