Why do a financial check-in?
Moving the financial knowledge needle in a positive direction can be a difference maker as you work to build your financial wellness foundation, but real change requires more than just knowing what to do with your money. You have to be ready to take action to improve your overall financial well-being and have the confidence and ability to follow through on that action plan. You also need to have a simple set of important life goals and regular check-ins to track your progress.