What Is A Financial Checkup and Why Do I Need One?

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You visit a general practitioner for your annual physical exam and take your car in for scheduled service, but what about your financial health? There's a checkup for that too.

What Does A Financial Checkup Entail?

You can have your financial checkup annually, quarterly, or even monthly. The goal is to make a conscious effort to ensure you are checking in on your financial health. It's easy to set up a financial checkup – simply schedule a half hour with a SmartPath Coach to get started.

Why is scheduling one so important?

A financial checkup enables you to maintain the key elements of a prosperous financial life.

  • Be Proactive: Lots can change over the course of a year. Big changes, like having a child or purchasing a home, impact your financial objectives and needs. Smaller changes, like increased spending or income variations, can affect your financial plan too. Getting a financial checkup is a proactive step that allows your financial coach to help you account for these developments.

    It's also a great opportunity to discuss any life changes that you might see on the horizon. Then, you can anticipate any upcoming needs and adjust your financial plan accordingly.
  • Become Aware: A financial checkup also gives you the chance to have a clear snapshot of all the moving pieces that affect your wallet, much like when you visit your doctor and walk away more aware of everything involving your physical health.

    A SmartPath Coach will review all aspects of your financial life with you in easy-to-digest terms. You will receive an overview of where you are with your money, and what your financial picture could look like in the future.
  • Get Engaged: Your financial checkup is the perfect opportunity to request information and ask questions about anything in your financial life that needs clarification. Whether it's identifying short to mid-term goals, evaluating changes in your personal situation, or discussing your retirement plan, this is a chance to gain education and make sure you have a solid understanding of your money matters.

Here's What Some of Our Clients Are Saying About their SmartPath Experience"

"I'm making life-changing financial moves with my SmartPath Coach!"* – Tomeka L.
"Best thing that ever happened to me. SmartPath changes your financial life - a must have!"– Teodora N.
"My SmartPath Coach demystified personal finance and gave me a reasonable method to follow." – Sylvia B.

More often than not, an annual checkup is reassuring and lets you know that you're on track. If there are any issues, you can nip them in the bud by catching them before they grow into bigger issues.

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