Back to Financial Planning
Lesson 17 6 minute lesson Interactive
Your Annual Financial Review
Check goals, accounts, protection, documents, and habits once a year, then choose the next improvements.
Your progress0%
Lesson goal
Complete a practical financial checkup without turning it into an overwhelming project.
Three ideas to keep
1
Measure progress against goals
2
Review beneficiaries and insurance needs
3
Choose a few specific actions for the next year
Try it
Make the call
Your annual review finds five areas to improve. What is the best next step?
Knowledge check
Lock it in
What should an annual review produce?
Finish both activities