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A Personal Financial Checkup. An overview of your financial planning from your perception. Instructions; Personal Data; Personal Concerns; Financial Planning. 1. Evaluate Your Budget · 2. Plug Leaks in Your Budget · 3. Check Your Emergency Fund · 4. Boost Retirement Contributions · 5. Review Your FSA or HSA · 6. Take Stock. Do you need a Financial Checkup? Featured Image So I'm excited to share my personal financial journey with you and what I'm learning along the way. ___ I have a personal investment account for retirement. (in addition to an employer-sponsored pension, if one is provided). ___ I have money in more than one. Our free Financial Health Check is a review of your personal finances, giving helpful hints, tips and ideas to help you get financially fitter both now and in.
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