Financial Review Checklist
Download the free checklist to get your finances in shape today!
“Money management can seem near impossible and debt, insurmountable – but working with Emily makes it approachable and engaging. I cannot recommend her or her coaching services enough.”
This FREE checklist takes you through an exercise to visualize where you want your life to go and then the necessary steps you need to align your spending with the values you hold and the vision you see for yourself.
Planning for your finances should start with the end in mind. Where do you see yourself in 10 years? Just like driving your car, you need to know the destination in order to determine the path. Now that you know where to go, let's make it happen. Using the goal for where you want to be and your values to drive how you want to live while you get there will set you up for success not just in finance, but in the rest of your life as well. Working your way through this checklist will help you see this all clearly from day-to-day budgeting all the way through to retirement goals and estate planning. Of course, if you ever want personalized advice for your specific situatuon, please check out my financial coaching services. Take the first step to better your finances today!