Tools for your Financial Journey
Helpful resource to speed you on your journey to achieve your financial goals.
Talk about it
Review your SMART goal and keep in mind that the two of you will decide how to move forward. You may find that another priority has risen to the top or something unexpected is screaming for attention. Breathe, refocus and get grounded in the shared vision before you start the next steps.
Organize financial documents and agree on a system (monthly, by account type, electronic).
- Gather all of the records.
- Sort them according to the system you agreed upon.
- Review each document to determine if action is necessary or if it is ready to be filed.