Finance Checklists

This checklist is for anyone who wants to gain control over their finances. Use it for 30 minutes each month to track spending, manage your budget, and accelerate progress toward your financial goals.

This checklist is for anyone who wants to avoid late fees and stay organized with their recurring bills. Use it to create a master list of all your bills and set up a system to track and pay them on time.

This checklist is for anyone looking to understand and improve their credit score. It provides clear, actionable steps focused on the key factors that impact your credit health.

This checklist is for homeowners, renters, and drivers who want to ensure they have the right insurance coverage at the best price. Use it annually to review your policies and shop for better rates.

This checklist is for anyone who wants to find and cut hidden recurring expenses from their budget. Use this quarterly or annually to audit your subscriptions and save money.

This checklist is for anyone starting their financial journey and wants to build a safety net against unexpected life events. It breaks down the process of building an emergency fund into clear, manageable milestones.

This checklist is for individuals preparing to file their annual income taxes. Use it in January and February to gather all the necessary documents and information for a smooth and accurate tax filing process.

This checklist is for individuals who are approximately five years away from their planned retirement. Use it to review finances, understand benefits, and make key decisions for a smooth transition into retirement.