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Financial Fitness Checkup

Written by Dogberry on February 4th, 2008
Filed Under: Personal Finance

Financial Checklist

I have let my finances slide for almost a year. In an effort to get back on track I have created a checklist of items I need to work on to get back on track to being financially fit. Right now I am not sure if I could check any of these items off my list. I will work on each of these items and report my progress as I go.

  • True/False - I have a well organized record keeping system
  • True/False - I am monitoring the progress of my financial net worth
  • True/False - I have written out my short-term and long-term financial goals
  • True/False - I am living within my means
  • True/False - I have no credit card debt or other short term debt
  • True/False - I am saving at least 10% of my income
  • True/False - I have six months of living expenses set aside for financial emergency
  • True/False - I have an up-to-date will

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