When was your last financial check-up?

You’ve all heard about the need for routine check-ups. If it’s not your doctor telling you, then it’s your friends and family.

But how often have you thought about having a review of your personal finances?

While you possibly think you don’t need one – ask yourself these questions and you might just find that the time has come for a financial check-up.

• Do you have financial goals? (are they in writing? do they include deadlines?)

• Is your debt under control? Do you pay off your credit cards each month?

• Have you started a savings account? Do you understand what this is?

• Have you started a retirement fund yet? If you have, will your current rate of savings give you enough money to meet your future retirement needs?

• Do you need to start a savings program to meet the cost requirements of your children’s education? If you have, will your current savings rate be enough – taking into account inflation and rising tuition costs?

• Do you have a budget? If you do, when was the last time you had it reviewed? If you don’t, then do you intend to allow your finances to drift aimlessly?

• When do you intend to get your money working as hard as you do?

If you are not satisfied with your answers to any of these questions, then you’d better contact us today!

Together, we can get your finances back into tip-top condition, with a healthier bank balance.


Carmel McCartin – Budget Bitch

And don’t forget – (The views expressed in this blog are the personal opinions of the author. Don’t rely on them to make financial decisions, you have to make up your own mind. If you don’t like the content – then either stop reading or send me an email)

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