How do you know if you have a solid financial foundation in place?
Here’s a checklist:
- You have a budget in place so that I can tell my money where to go rather than being a slave to it
- You have an adequate emergency fund in place
- You have adequate insurance coverages in place
- You’ve written down my monthly savings goals and are working towards them
- You’ve written down my monthly debt paydown goals and are working towards them
