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Financial Fitness

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Cassandra McKenzie
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@Everyone. Thursday's Financial Fitness Tidbit


Achieving financial fitness can seem overwhelming. The key to starting is knowing your current financial standing. Understanding your goals and where you are at present is crucial. A practical step is to set up a calendar to keep track of when and where your financial responsibilities need attention.


Create a Financial Calendar



If you don’t trust yourself to remember to pay your quarterly taxes or periodically pull a credit report, think about setting appointment reminders for these important money to-dos in the same way that you would an annual doctor’s visit or car tune-up.


A template will be in the "files" section; along with a questionnaire to begin your personal financial GPS.

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