Now that we’re almost halfway into the year, it’s time for a mid-year check-in to make sure you’re on track to reaching your financial goals. A lot of life can happen in six months and one way to make sure you’re staying financially healthy is with a financial check-up. Maybe you’ve welcomed a new baby into your family, had a loss of a family member, built a home, or even changed careers. Whatever “new” you’re facing this year, you still have six more months to adjust your goals and get back on track to where you want to be.
What Is A Financial Check-up?
A mid-year check in is essentially a “financial check-up.” It’s something you can do halfway through the year to see if you’re still on track to reaching those goals you set at the beginning of the year. Of course, a mid-year check in can include things outside of your finances, but it’s a sure-fire way to make sure you’re staying financially healthy.
How to Conduct A Financial Check-Up
Ready to see how financially healthy you are? Use this check list below to help you decide if you’re on still on track with your goals. If not, that’s okay! You can determine where you need to adapt, adjust, and make any changes to make sure you still hit your goals come January. This check list below is a great starting point! Check it out:
If you spent the time to work through this financial check-up, how did you do? Remember, this is just a simple way to make sure you’re on the right track with your finances. And if the first half of this year hasn’t gone at all as you’d planned, that’s okay too. Getting the right people on your financial team can make a huge difference. Reach out to a SageSpring Wealth Partner—we would love to help you make progress on your goals before the end of the year.
