❑ Take Stock, Locate, and Protect all of your important documents.
Know what your assets are and the amount of debt you carry; keep it current.
Establish an annual/monthly/weekly budget that accurately takes into account your income, expenses and savings goals.
❑ Have a Strategy
Work with a financial advisor to establish a well-considered plan for your future that includes proper insurance measures and consolidation of debt.
❑ Evaluate Regularly
Check your finances to ensure you are maximizing and protecting your investments (mortgage, retirement, benefits, etc).