Financial Health Check, Where am i?
This is a webinar designed to ensure you stop and take a check of your total financial situation. Can you improve it and will you get to where you want to be.
Items covered are:
• The balance sheet
• Income vs expenses
• Savings and investment
• Mortgages and short term debt
• Estate planning
• Tax deductions and the tax returns
• The budget and sticking to it
• Your Goals and calculating future needs
• Keeping records
• Keeping on track
• Getting help